Markit thinkFolio 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 analyse loan instruments, model cash flows and simulate scenarios helps fund managers to maximise returns and mitigate reinvestment risk. Sophisticated modelling capabilities ensure users can plan for the impact of key events, from early repayments to rate shocks.

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Key Benefits

  • Loan market expertise

    thinkFolio offers strong fixed income and credit capabilities, with a sophisticated set of analytics and modelling tools that drive better-informed decisions. Complementing these core capabilities, Markit 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 modelling tools

    thinkFolio enables users to model the impact of different scenarios and investment decisions on returns and cash flows. Fund managers benefit from the ability to slice and dice portfolios according to any criteria and can perform a range of detailed analyses (including benchmark comparisons, portfolio targeting, what-if scenarios and rate shocking), which ensure they are prepared for future events.

  • Ease of integration

    thinkFolio’s flexible and extensible architecture enables easy integration into existing environments. The solution 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.

  • Compliance

    An integrated compliance engine enables firms to perform pre- and post-trade checks to ensure compliance with customer guidelines, regulatory restrictions and inhouse mandates.