thinkFolio: Fixed Income Modeling
Plan for any scenario with sophisticated portfolio modeling capabilities
thinkFolio is a cross-asset-class order management and portfolio modeling system with fixed-income investing at its core. The extensible platform enables fund managers to slice and dice portfolios according to any criteria, including credit quality, duration, sector and geographic overlays.
Use the platform’s sophisticated portfolio modeling capabilities to plan for how any scenario could impact returns, from early repayments and rate shocks to changes in the shape of the yield curve.
Key Benefits
Specialized Analytics
Use sophisticated native analytics to slice and dice portfolios and perform benchmark comparisons, portfolio targeting, what-if scenarios and rate shocking analysis. Integrate proprietary and third-party analytics to complement these native capabilities.
Sophisticated Modeling Tools
Model the impact of different scenarios and decisions on portfolio structure and cash flows, simplify rebalances and put new capital to work easily. Use the sophisticated cash ladder to view future cash amounts across accounts, taking in bond and loan projected cash flows, redemptions, unsettled trades and other cash flows.
Ease of Integration
Use thinkFolio’s flexible and extensible architecture to integrate with existing environments. The system can be deployed 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.
Built-in Compliance
Leverage an integrated compliance engine that enables you to perform pre- and post-trade checks to ensure compliance with customer guidelines, regulatory restrictions and in-house mandates.
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We're proud of our recent awards!
- Global Data Provider of the Year, 2024
- Best Outsourcing Provider, 2024
- Best AI-Based Solution for Data Discovery, 2024
- Credit Risk Management Solution of the Year, 2024
And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.
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