thinkFolio: Investment Management Platform
thinkFolio Is Your Cross-Asset Investment Management Platform
thinkFolio is a multi asset, investment management platform designed to support the needs of asset managers, hedge funds, insurance companies, and other financial institutions. It provides a comprehensive suite of tools for portfolio construction, portfolio monitoring, trading & order management, FX & cash management, and both pre- and post-trade compliance.
Key Features of thinkFolio
Portfolio Construction
Enables users to construct and model portfolios, conduct what-if analysis, and implement strategic and tactical models to meet investment objectives.
Portfolio Monitoring & Analysis
Analyze and segment aspects of your investment portfolios by market attributes as well as proprietary groupings for more enhanced insight of your portfolio positions.
Trading & Order Management
Highly configurable trade blotters and workflows to support straight through processing and improve trading efficiencies.
Investment Compliance
An extensive library of rules to streamline pre-, and post-trade compliance to support market regulations, client mandates, house limits, and portfolio managers’ preferences.
Cash & FX Management
Cashflows form the foundational level of the system and are the basis for the analytics calculated natively by thinkFolio. Support for a wide range of FX investments and forecasted events.
How it Works
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.
Key Benefits of thinkFolio
Supported Workflows
thinkFolio for Fixed Income
Helping Portfolio Managers to model, construct and analyze portfolios by criteria such as credit quality, duration, and sector. thinkFolio includes built-in calculators for targeting specific position attributes and supporting complex calculations. Native analytics, including duration, convexity, yield, spread, and DV01, enhance sophisticated portfolio modeling capabilities.
thinkFolio for Multi Asset
thinkFolio supports broad range of asset classes in both depth and breadth, helping support an array of investment strategies and modelling requirements. The flexible data model allows firms to capture key market attributes as well utilize custom/proprietary data points for a more tailored user experience.
thinkFolio for Compliance
thinkFolio provides the robust, automated compliance functionality that investment managers need as they adapt to new regulatory requirements, manage heterogeneous client mandates and seek to raise additional capital. Functionality covers configurable investment compliance rules, user administration functionality, a detailed audit trail of all actions and four-eyes checks.
thinkFolio for Cash & FX Management
thinkFolio supports a range of FX trades and derivatives. Smart functions within thinkFolio such as the FX Rollover Calculator and Cash Ladder views provide efficient tools to help streamline key processes and carry out detailed cash flow analysis.
Asset Class Coverage
- Fixed Income
- Equities
- Derivatives
- Cash & FX
- Loans
- Funds
Request Follow Up
Bring transparency to detailed cash flows with thinkFolio. Find out how to optimize your investment analysis by completing the form to request more information.