THINKFOLIO | Blog and Guides

THINKFOLIO for Credit

Thinkfolio — Thu, 25 Jun 2026 13:02:15 GMT

Thinkfolio supports front-office credit workflows across portfolio construction, exposure management, pre-trade analytics, scenario modelling and trade implementation.

Forward Contract Rollover in Asset Management

Thinkfolio — Mon, 25 May 2026 14:38:44 GMT

Ask any operations lead at a multi-mandate asset manager what eats the most time on the FX desk and the answer comes back fast: Rollovers. The bulk roll cycle that hits when forward contracts approach expiry across a portfolio of mandates with similar hedge programs.

The mechanics are surprisingly straightforward: A fund holds USD-denominated assets, the mandate requires a hedge back to base currency, the hedge sits in a 1-month or 3-month forward, and at expiry the FX position needs to roll. Easy, except for the fact that this is a tedious task and oftentimes more than one fund is affected. Multiply that across 30 funds, four base currencies, and a hedge ratio that needs to be respected within a tolerance band, and the ops team is suddenly running a workflow that looks like a small trading desk in its own right.

THINKFOLIO for Loans

Thinkfolio — Wed, 20 May 2026 10:00:00 GMT

Thinkfolio supports leveraged loan and private credit workflows across portfolio exposure, loan data enrichment, analytics, pre-trade modelling and execution connectivity.

THINKFOLIO for Traders

Thinkfolio — Mon, 18 May 2026 16:15:00 GMT

Thinkfolio supports traders with front-office workflows for order validation, execution routing, status monitoring and trade lifecycle control.

THINKFOLIO for Funds

Thinkfolio — Tue, 12 May 2026 19:00:00 GMT

Thinkfolio supports fund instrument workflows across portfolio modelling, look-through analysis, cash sweeping, fund dealing and order routing.

THINKFOLIO for Compliance Officers

Thinkfolio — Mon, 04 May 2026 20:00:00 GMT

Thinkfolio supports compliance officers with front-office workflows for rule creation, pre-trade checks, post-trade monitoring, breach management and audit-ready oversight.

THINKFOLIO for Money Markets

Thinkfolio — Mon, 20 Apr 2026 20:30:00 GMT

Thinkfolio supports money market workflows across cash positioning, liquidity management, yield analytics, pre-trade modelling, limit checking and execution workflow.

THINKFOLIO for OTC’s

Thinkfolio — Mon, 20 Apr 2026 16:45:00 GMT

Thinkfolio supports OTC derivatives workflows across portfolio exposure, valuation, risk analytics, pre-trade modelling, execution and post-trade processing.

THINKFOLIO for Securitised Assets

Thinkfolio — Mon, 20 Apr 2026 14:15:00 GMT

Thinkfolio supports securitised asset workflows across portfolio exposure, collateral transparency, cash-flow analytics, pre-trade modelling, TBA operations and execution connectivity.

THINKFOLIO for Portfolio Management

Thinkfolio — Mon, 23 Mar 2026 10:30:00 GMT

Thinkfolio supports portfolio managers with front-office workflows for exposure monitoring, portfolio analytics, what-if modelling, trade generation and execution handoff.