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thinkFolio

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Overview

thinkFolio is a leading multi-asset investment management platform delivering sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management and Compliance. Its flexible, modular design allows it to be implemented as a single, integrated front-office solution or deployed for specific business units. Institutional asset managers and asset owners leverage us as a trusted, reliable and centralised platform to scale their operations.

Key Features

  • Consolidated Front-Office operating model delivered via a robust & flexible Managed Service platform

  • Ecosystem of interoperable alliances provides suite of best-in-class options to utilize across the investment life-cycle

  • Enables granular understanding of portfolios across all asset classes and is combined with detailed, native analytics and sophisticated modelling tools
  • Open data and analytics framework to integrate and harmonize 3rd party and/or client proprietary content

  • 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
  • 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
  • Simple to understand pre-, intra-, post-trade compliance engine where rules are based upon templates and natural language

Key Benefits

  • Investment Analysis & Modelling Scale - Interactive workbench and functionality suite for user groups driving the cross-asset alpha generation and beta replication processes

  • Front-Office Efficiency - Synthesizes content and workflows to simplify portfolio monitoring, construction and idea implementation

  • Modular and Extensible - Flexible deployment options to suit unique target operating model requirments of our diverse client base

  • Managed Service - Supports cost containment, operational flexibility, scalability and rapid time-to-market

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