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thinkFolio: Loans

Maximize returns and minimize risk with sophisticated loan instrument functionality

thinkFolio from S&P Global is a cross-asset-class order management (OMS) and portfolio modelling 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.

Are you ready for the future of credit portfolio management?

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Performance Attribution

thinkFolio partners with CloudAttribution

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Key benefits:

Loan market expertise – Use thinkFolio’s strong fixed income and credit capabilities, including a sophisticated set of analytics and modeling tools, to drive better-informed decisions. Complementing these core capabilities, S&P Global is an established leader in the syndicated loans market, providing high-quality pricing and reference data, along with processing services, to deliver 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 modelling and order management system or used to address specific capability gaps in incumbent systems
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

Whitepaper: Fixed income tech and data priorities for 2022 Direct connectivity, ESG, libor and strategic priorities for fixed income in 2022

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Experts

Deborah Jang

Deborah is responsible for the thinkFolio product roadmap and developing enhancements that reflect clients' evolving requirements. She joined S&P Global Market Intelligence in 2020 from Qontigo (previously Axioma) where she was Head of Product for their enterprise risk management system, performance attribution and SaaS-based solutions. Prior to that, Deborah spent 13 years at UBS Asset Management, where she served as Deputy Head of Fixed Income Platform Solutions and product owner of a proprietary portfolio management system used to run $250b+ in assets. She also led data strategy and architecture at Allstate Investments, supporting both public and private markets.Deborah earned her B.S. in economics and B.A. in international studies from the University of Pennsylvania. She is a CFA charter holder.

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