We provide the decision infrastructure that enables asset managers to master complexity and build enduring advantage.

Delivers a unified environment for designing and managing portfolios aligned to investment objectives. A rich set of modeling capabilities supports both strategic and tactical asset allocation, enabling portfolio managers to construct portfolios and adapt positioning across market cycles. Integrated whatif and scenario analysis allows instant assessment of proposed changes providing confidence to implement investment views while adhering to client, regulatory, and internal guidelines.

Provides a comprehensive environment for dissecting and interpreting portfolio exposures across standard market dimensions and proprietary groupings. Flexible segmentation tools enable users to view positions through multiple lenses such as sector, region, rating, and custom constructs, supporting deeper insight into risk drivers, performance contributors, and concentration themes. Custom analytics and lookthrough capabilities allow portfolio managers to monitor their portfolios and identify, and correct, deviation to benchmarks and investment models.

Highly configurable trade blotters and workflow automations to improve trading efficiencies by allowing traders to focus on the trades that demand high-touch treatment. Built-in alerting and trading tools allow traders to detect opportunities to merge, split, net and cross and place orders in the market in real time to adhere to best-execution policies. Native FIX integration with tier-one Execution Management Systems, Multilateral Trading Facilities and Crossing networks is supplemented with a set of Generic interfaces allowing fast integration with emerging platforms. Post Trade Matching, affirmation and confirmation across multiple asset types assures middle office users high rates of straight through processing along with the confidence that trades will settle.

Thinkfolio provides full coverage of all investment rule requirements, including regulatory obligations, client mandates (including CLO-specific indentures), house limits, and portfolio manager preferences. Intuitive coding templates streamline and deskill the compliance coding process, making rule maintenance efficient and accessible. Result monitoring and management capabilities are accessed exclusively through a modern, investigative web-based UI, enabling intuitive oversight, efficient exception resolution, and robust breach reporting.