thinkFolio: Loans
Sophisticated Loan Instrument Functionality
Manage loans, CLOs, diversified credit and multi-asset portfolios on a single, global platform. thinkFolio is a cross-asset-class order management (OMS) and portfolio modeling system (PMS) with fixed income investing at its core.
The platform’s ability to analyze loan instruments, model cash flows and simulate scenarios helps fund managers to maximize returns and mitigate reinvestment risk. Sophisticated modeling capabilities ensure users can plan for the impact of key events, from early repayments to rate shocks.
Key Benefits
Loan Market Expertise
Drive better-informed decisions with thinkFolio’s strong fixed income and credit capabilities, including a sophisticated set of analytics and modeling tools. Complement these core capabilities with high-quality pricing and reference data and processing services from an established leader in the syndicated loans market for optimal post-trade efficiency.
Sophisticated Modeling Tools
Model the impact of different scenarios and investment decisions on returns and cash flows. Slice and dice portfolios according to any criteria and perform a range of detailed analyses, including benchmark comparisons, what-if scenarios and rate shocking.
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.
Built-in Compliance
Perform pre- and post-trade checks to ensure compliance with customer guidelines, regulatory restrictions and in-house mandates. thinkFolio's advanced and intuitive rule-builder can fully automate all major regulatory, client mandate and firm-wide rules.
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