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Kiwi Wealth using thinkFolio to drive growth of multi-asset investing on a global scale

27 January 2021

Kiwi Wealth is live on thinkFolio, the multi-asset investment management platform from IHS Markit. Kiwi Wealth is one of the leading investment management firms of KiwiSaver, the New Zealand voluntary long-term savings scheme. The thinkFolio platform replaces several internal systems and provides Kiwi Wealth with a state-of-the-art investment management solution that forms the centrepiece of the firm's target operating model. As a managed service running on the Amazon Web Services cloud, thinkFolio will ensure Kiwi Wealth can invest around the clock in global markets with 24/7 support.

Kiwi Wealth is anticipating strong growth over the coming years and intends to increase exposure to alternative investments as well as investing in new asset classes such as high yield corporate bonds, exchange traded futures, cross currency swaps and additional external funds. In order to support this growth, Kiwi Wealth needed a powerful investment management platform delivering capabilities across portfolio modelling, order management with electronic trading, pre- and post-trade compliance, cash management and security mastering.

"thinkFolio enables us to achieve efficiency and - crucially - scalability across the investment management process," says Simon O'Grady, Chief Investment Officer at Kiwi Wealth. We have a complex global portfolio structure and thinkFolio allows us to manage the whole stack through a single system that meets our team's varied requirements. It's helping us drive the wider transformation of our operating model including ambitious growth targets that we've set for the business over the next five years."

"Kiwi Wealth is a global investor deploying a dynamic total portfolio approach for their clients. We're proud to name them as our first thinkFolio client in New Zealand and even more so given our team effectively managed the implementation through a global pandemic," said Brett Schechterman, Global Head of thinkFolio at IHS Markit. "Through close collaboration with Kiwi Wealth, we were able to deliver a successful implementation remotely with coverage from the UK, Australia and India. It truly was a global effort in unprecedented circumstances."

thinkFolio enables the management of the wholesale and retail funds across the front office, compliance and fund operations. It provides Kiwi Wealth's portfolio managers with real-time portfolio views and enhanced electronic trading capabilities using interfaces with a variety of leading electronic trading venues and delivering trade matching. Portfolio managers benefit from an integrated, consolidated view of multiple third-party service providers and externally managed funds.

About thinkFolio

thinkFolio from IHS Markit is a leading multi-asset investment management platform that delivers sophisticated capabilities across portfolio modelling, order management and trading, cash and FX management, compliance and the investment book of record (IBOR). The platform is delivered as a managed service, supporting investment firms that want to reduce costs, maximize flexibility, enhance scale and achieve time-to-market objectives.

About Kiwi Wealth

Kiwi wealth is a 100% New Zealand owned and operated wealth and investment organisation. We're focused on creating better financial futures for Kiwis by helping people get informed about how they can grow their wealth.

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