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thinkFolio: Investment Management Platform

Elevate decision support and drive operational efficiencies with a cross-asset investment management platform

Customers can implement thinkFolio as a single, integrated investment management platform that supports their entire front office. Due to the flexible, modular design of thinkFolio, they also have the option of deploying the platform for specific use cases and assets classes, including fixed income, cash management and FX or loans.

Are you ready for the future of credit portfolio management?

Learn how leading firms are evolving their technology.

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Speak to a specialist about our investment management platform

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Performance Attribution

thinkFolio partners with CloudAttribution

Key benefits


Detailed investment analysis – Monitor all factors that influence investment returns by focusing on individual cash flows and modeling the impact of different scenarios

Technologies

Efficient workflows – Streamline investment workflows and allow portfolio managers, traders and compliance teams to work together, ensuring key decision-makers are aligned

Expertise

Ease of integration – Use thinkFolio’s flexible and extensible architecture to integrate into existing environments. The system can be deployed either as a comprehensive cross-asset-class portfolio modeling and order management system or used to address specific capability gaps in incumbent systems.

Expertise

Reduced operational risk – Eliminate errors associated with manual processes while enjoying many of the benefits of spreadsheets by using thinkFolio’s detailed and flexible approach to modeling

Solutions

Supported front-office workflows

  • Portfolio modeling – From benchmark comparisons and portfolio targeting to modeling the impact of early bond repayments, changes in equity yields, currency fluctuations and interest-rate shocks
  • Trading – A transparent real-time workflow between traders and fund managers with an open, vendor-neutral approach and broad connectivity to EMS systems, trading networks and venues
  • Cash and FX management – A sophisticated cash ladder covering multiple asset classes and currencies, enabling fund managers to view future cash amounts across accounts, including redemptions, unsettled trades and other cash flows
  • Compliance – An integrated compliance engine that enables firms to perform both pre-trade checks and post-trade analysis to ensure adherence to client guidelines, regulatory requirements and in-house mandates

Asset class coverage

  • Fixed income
  • Loans
  • Equities
  • Cash
  • Foreign exchange
  • Derivatives
  • Fund of Funds

 

Whitepaper: Fixed income tech and data priorities for 2022

What are the strategic priorities for heads of fixed income trading, credit/rates and portfolio management as we head into 2022? How will leaders in the space continue to deliver incremental alpha and best execution while reducing operational costs? What are firms doing to address the bifurcation of primary and secondary market workflows? And how are they addressing the complexities of emerging markets?

These topics and others are addressed in a wide-ranging report by the organizers of the Fixed Income Leaders Summits. Based on a survey of 100 buyside representatives, this white paper also provides insights into the industry's current thinking on:

  • The pandemic's impact on the trading environment
  • Sustainability and ESG
  • LIBOR transition
  • Pre-trade transparency
  • Connectivity

For more information on our solutions, please click below:

Download the whitepaper

 

Awards

IHS Markit | Experts A new on-demand consultation service to provide rapid, actionable answers

Experts

Deborah Jang

Deborah is responsible for the thinkFolio product roadmap and developing enhancements that reflect clients' evolving requirements. She joined S&P Global Market Intelligence in 2020 from Qontigo (previously Axioma) where she was Head of Product for their enterprise risk management system, performance attribution and SaaS-based solutions. Prior to that, Deborah spent 13 years at UBS Asset Management, where she served as Deputy Head of Fixed Income Platform Solutions and product owner of a proprietary portfolio management system used to run $250b+ in assets. She also led data strategy and architecture at Allstate Investments, supporting both public and private markets.Deborah earned her B.S. in economics and B.A. in international studies from the University of Pennsylvania. She is a CFA charter holder.

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Andrew Eisen

Andrew has over 20 years of experience creating leading edge software products for the financial services community. Prior to running the segment, Andrew was the business head for IHS Markit's enterprise data management, investment management and managed service offerings. During his ten-year tenure at the firm, Andrew has held multiple other roles across the Collaboration Services, Fixed Income Pricing, Desktop and Parsing businesses.Prior to joining IHS Markit (Now part of S&P Global), in 2009, he was responsible for designing and building a proprietary investment research platform at Telsey Advisory Group (TAG). He has also held strategic consulting and product management roles at Morgan Stanley, Visible Path, Oracle and Accenture.Andrew holds an Honors Business Administration (HBA) degree from the Richard Ivey School of Business in London, Canada.

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Natalia Isajenko

At S&P Global Market Intelligence, Natalia leads a global team of consultants who are responsible for the delivery of software solutions and other types of professional services to S&P Global Market Intelligence customers worldwide in Financial Services, Energy and Maritime & Trade. Ms. Isajenko and her team are passionate about delivering best-in-class customer experience. Through professional services engagements, they help S&P Global Market Intelligence customers improve operational flows; increase the quality and timeliness of reporting; and make efficient decisions based on high-quality data.Prior to joining S&P Global Market Intelligence in 2018 as EMEA Head of Professional Services for EDM, Natalia led operations and consulting teams at a number of other software and related vendors.Natalia holds a degree in Engineering Informatics from Vilnius Gediminas Technical University in Vilnius, Lithuania.

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