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thinkFolio and Investor Access Advance Fixed Income Primary Market Workflows
04 August 2020
thinkFolio,
our leading multi-asset class investment management platform, has
integrated with Investor Access,
making it the first portfolio and order management platform to
provide seamless fixed income primary market workflow for the buy
side community.
The integration allows thinkFolio front office users to monitor
new issues via the Investor Access Deal Monitor platform, subscribe
to those assets, and trigger new security information to thinkFolio
and client downstream applications. The workflow and cohesive tool
kit leverages the Investor Access Deal Services API and FIX
messaging, providing users with the ability to orchestrate
allocations at point of order creation and to initiate all required
compliance checks before placement.
"The inertia driving further electronification of fixed income
trading activity is noted and this theme has now evolved to the
primary markets," said Brett Schechterman, Managing Director and
Global Head of thinkFolio at IHS Markit. "Our colleagues from
Investor Access have been at the forefront in working with key
consortiums across the capital markets with the objective of
optimizing the primary issuance process for fixed income
securities. The thinkFolio team is thrilled to contribute to a
collaboration which will result in streamlined primary market
workflow, reduced operational risk, and enhanced compliance and
audit capabilities for our clients' dealing operations."
"As a foundation for working collaboratively with our buyside
stakeholders, we have initiated this 'open' integration effort with
our colleagues from thinkFolio," said Ted Douglas, Managing
Director and Co-Head of Fixed Income for IHS Markit's Global
Markets Group. "Embedding Investor Access within leading buy-side
trading technology platforms will provide holistic straight-through
processing benefits for our primary market clients and the entire
ecosystem. We are delighted that our collective efforts and the
workflow synergies we've deployed in close partnership with
thinkFolio will streamline the end to end process for their clients
and connect the marketplace to the primary fixed income new issue
market."
About thinkFolio
thinkFolio from IHS Markit is a leading multi-asset investment
management platform delivering sophisticated capabilities across
Portfolio Modelling, Order Management & Trading, Cash & 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 Investor Access
Investor Access connects investors and banks on a global
independent electronic platform for new issuance in capital
markets, covering distribution of deal terms and communication of
orders and allocations. The Investor Access platform continues to
add new users globally with 455 institutions and now includes seven
of the top 10 global fixed income investors by AUM. In addition to
growing buy side users, the number of banks on the platform has
also rapidly expanded to reach 55.
Investor Access was used in 94% of Euro, Sterling and Nordic
currency Investment Grade new issues globally and 70% of all US
Dollar deals in Asia during 2020 to date. And, several US domestic
deals have also been published over the platform. Order placement
by investors globally via Investor Access rose by almost 100% in Q2
2020 versus Q2 2019.
The platform comprises IssueLaunch (used by the sell side) and
Deal Monitor (used by the buy side) and builds on IHS Markit's
existing fixed-income suite, including IssueBook (used by over 100
banks) and IssueNet (used by over 170 banks).
IHS Markit provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.
