thinkFolio, IHS Markit’s cross-asset investment management platform, can be implemented as a managed service, supporting firms that want to reduce costs, maximize flexibility and achieve a quick time to market. As part of the service, IHS Markit hosts the thinkFolio software in the cloud; manages upgrades and real-time feeds; and executes overnight data loads and start-of-day processes, as well as assisting with troubleshooting. The managed service includes a robust support framework.
By adopting the managed service, firms can mitigate the cost, time and effort required as part of upgrades, as well as reducing the fixed costs associated with hardware and applications. Firms can also free up resources to focus on revenue-generating activities.
Flexibility and scalability
The managed service leverages the Amazon Web Services (AWS) cloud. Firms can scale up (or down) their use of the cloud as their needs evolve. Offsite teams can introduce changes as required by the business.
Short time to market
A pre-built cloud environment enables firms to eliminate many of the time-consuming steps involved in a traditional deployment (such as procuring or allocating software licenses, configuring networks and connectivity, and allocating implementation resources). This results in a greatly reduced time to market.
Global staffing and support
Firms have access to global support 27 X 7 X 365. They also benefit from the strong security, back-up and disaster recovery functionality provided by both IHS Markit and AWS.
Markit thinkFolio is a multi-asset order management (OMS) and portfolio modelling system (PMS). It provides a single platform for modelling, trade order management, compliance and cash management. Firms can rationalise legacy front office systems and move unsupported systems such as Excel onto a trusted, reliable platform.
thinkFolio supports cash management and cross-border investment strategies by providing a transparent view of all investments and enabling fund managers to model cash flows in multiple currencies. Foreign exchange (FX) functionality is crucial when planning for scenarios in different jurisdictions that may impact returns.