Partners Group, the €62bn global private markets investment manager, has selected IHS Markit’s thinkFolio as its cross-asset order management and portfolio modelling system.
The asset manager said it will use thinkFolio for portfolio modelling, compliance and automation of the trading and trade approval processes. It also intends to use the cash and foreign exchange management functionality in thinkFolio to automate its treasury activity.
It will be delivered as a managed service with IHS Markit hosting the thinkFolio software in the cloud, managing upgrades and real-time feeds, and executing overnight data loads and start-of-day processes.
Partners Group is also migrating to WSOWeb, the fully-managed syndicated loan portfolio administration and accounting service from IHS Markit.
Together, thinkFolio and WSO will deliver a loan and credit investment management platform for Partners Group’s traders and portfolio managers.
“Partners Group required a modern, fully managed end-to-end solution for efficient loans, fixed income, equity and FX portfolio management,” said Spiros Giannaros, managing director and head of thinkFolio at IHS Markit. “Together, thinkFolio and WSO provide a unique solution with deep functionality to support the complex and diverse requirements of syndicated loans and other credit markets.”
thinkFolio is an enterprise-class order management (OMS) and portfolio modelling system (PMS), which supports portfolio modelling, trading, cash and FX management and compliance.
It provides an integrated compliance engine that enables firms to perform both pre-trade checks and post-trade analysis to ensure adherence to client guidelines, regulatory requirements and in-house mandates
FeedStock, a provider of integrated interaction tracking and analytics software, recently partnered with IHS Markit to deliver integrated MiFID II investment research analytics, evaluation, payments and Inducement management solutions.
Earlier this year, Cambridge Blockchain combined its distributed digital identity system with IHS Markit’s Know-your-customer (KYC) services. By combing IHS Markit’s kyc.com services with Cambridge Blockchain’s distributed digital identity system, the pair claims they can resolve the competing challenges of transparency and privacy in the industry. This will result in faster customer onboarding, lower costs, and enhanced compliance through a single, trusted and consistent view of customer reference data.
Copyright © 2018 RegTech Analyst
Copyright © 2018 RegTech Analyst
