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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.

Solutions

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Front-Office Workflows Supported

  • 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

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

Asset Class Coverage

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

Case Study: BMO Global Asset Management - System Rationalization

Organic growth and a series of mergers and acquisitions had resulted in the use of multiple, duplicative systems at BMO Global Asset Management. The cost and complexity of the resulting operating model were substantial and needed to be reduced.

BMO wanted to provide updated front-office capabilities to its investment desk, dealers and mandate compliance team. There was also a desire to create a top-down view of the business.

thinkFolio was implemented as a single, cross-asset-class system to support modelling, order generation, order management, trade execution and compliance. thinkFolio was chosen because of its flexibility and scalability, which allow firms to deploy the platform in multiple locations and build upon it in the future.

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Factsheets

Awards

Experts

Deborah Jang

Ms. Jang is responsible for the thinkFolio product roadmap and developing enhancements that reflect clients' evolving requirements. She joined IHS Markit 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, Ms. Jang 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.Ms. Jang 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

He is the global head of IHS Markit’s Financial Services Solutions segment, which provides clients with industry leading software and services, covering enterprise data management, investment management, loans software and services and private markets solutions.Prior to running the segment, Mr. Eisen 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, Mr. Eisen has held multiple other roles across the Collaboration Services, Fixed Income Pricing, Desktop and Parsing businesses.Prior to joining Markit, now IHS Markit, 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. Mr. Eisen holds an Honors Business Administration (HBA) degree from the Richard Ivey School of Business in London, Canada.

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Brett Schechterman

He is the global head of thinkFolio at IHS Markit, a leading multi-asset investment management platform providing sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management, Compliance and the Investment Book of Record (IBOR). Prior to running thinkFolio, he was most recently the North American head of product for Rimes Technologies. Prior to that, Mr. Schechterman spent 10 years at UBS Asset Management, where he served as Global Head of Fixed Income Platform Solutions, a team that supported 100+ investment professionals through the enhancement and front-line support of the enterprise front-office platform. Mr. Schechterman and his team partnered with technology leadership to develop and evolve a proprietary portfolio management system that is still used today to run $250b+ in diversified fixed income assets across 6 offices. He previously held senior roles at Legal & General Investment Management America and Goldman Sachs Asset Management and gained valuable experience in product management and client development with roles at BlackRock Solutions and Bloomberg. Mr. Schechterman received an MBA from the University of Chicago Booth School of Business and a BS in Finance with a Minor in Economics from Penn State University.

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Events

IHS Markit Webinar 29 July 2021

Research Signals Factor Introduction Institut (...)

IHS Markit Research Signals is excited to announce (...)

IHS Markit Webinar 25 August 2021

ISDA Amend IBOR Webcast Demo Series

Each week, our team will walk asset managers throu (...)

IHS Markit Webinar 02 August 2021

Counterparty Manager Redesign

IHS Markit is pleased to announce the phase 1 rede (...)

IHS Markit Webinar 27 July 2021

ISDA 2021 SBS Protocol Agreement Web Series

Each week, our team will walk client's through the (...)

IHS Markit Webinar 12 October 2021

Q3 What's New in iLEVEL

Join us for a live session highlighting new featur (...)

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