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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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List of S&P Global thinkFolio (ex IHS Markit thinkFolio) Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
7orca Asset Management Banking and Financial Services 20 $2M Germany S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2019 n/a
In 2019 7orca Asset Management went live on S&P Global thinkFolio (ex IHS Markit thinkFolio) to support Portfolio and Investment Management activities for its institutional clients. The deployment was targeted at enabling the firm’s currency overlay program and short volatility strategies, establishing thinkFolio as a core component of 7orca’s technology infrastructure during a rapid growth phase that produced €1.5 billion AUM in the first 12 months. S&P Global thinkFolio was configured to provide portfolio modeling, cash management and order management capabilities aligned to quantitative hedging workflows. The implementation emphasized configurable strategy templates and portfolio simulation to operationalize FX overlay rules while also supporting ad hoc workflows for short volatility mandates, enabling 7orca to embed thinkFolio into its proprietary investment process and software architecture. Operational integration included electronic connectivity to FIX trading venues for execution, linking thinkFolio order management with external execution endpoints and internal trade processing. The architecture supported end to end portfolio administration from modeling through execution and cash handling, with integrations focused on execution connectivity and internal orchestration rather than broad third party system consolidation. Governance and operational controls were configured to meet local German compliance requirements, with security and audit capabilities validated for domiciled client operations. The implementation is reported to have reduced operational risk and improved efficiency, and it was positioned to enable scalable onboarding of new institutional clients or expansion into additional asset classes and strategies.
AEGON UK Insurance 2136 $717M United Kingdom S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2020 n/a
In 2020, Aegon UK went live on S&P Global thinkFolio (ex IHS Markit thinkFolio) delivered as the thinkFolio Managed Service. The deployment supports Aegon UK’s front-office investment management for a new multi-asset fund range developed for Nationwide customers. The implementation sits squarely within the Portfolio and Investment Management apps category and is used by portfolio managers and front-office trading teams. The front-office team is using S&P Global thinkFolio (ex IHS Markit thinkFolio) for core functional capabilities including order management, portfolio modeling, cash management, trading and compliance. The managed service provision includes front-office portfolio modeling and order lifecycle orchestration, enabling integrated position and cash views for multi-asset strategies. The platform was delivered as a managed service by IHS Markit and is provisioned on Amazon Web Services. Operational coverage is across Aegon UK’s front office in the United Kingdom, supporting the multi-asset fund range launched the prior year, with day-to-day use by investment operations, trading and compliance teams in London. The architecture leverages the thinkFolio Managed Service footprint on AWS to remove on-premise infrastructure ownership and centralize application operations. No specific third-party system integrations were disclosed in the source material. Governance and rollout focused on consolidating front-office workflows for order handling, trading compliance checks and cash management, bringing these activities into the S&P Global thinkFolio (ex IHS Markit thinkFolio) managed environment. According to the vendor announcement, delivering thinkFolio as a managed service on AWS enabled Aegon UK to streamline operational and investment management processes, reduce costs, and improve operational agility and flexibility.
APG Groep Banking and Financial Services 4500 $1.2B Netherlands S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2014 n/a
In 2014, APG Groep implemented S&P Global thinkFolio (ex IHS Markit thinkFolio) as part of its Portfolio and Investment Management environment, targeting improved instrument management and portfolio operations. The engagement framed thinkFolio within an enterprise program that aligned portfolio front office workflows with back office accounting and pricing feeds. Implementation activities included detailed gap analysis against the existing SAP platform, redaction of functional documentation for the financial instruments traded on the new platform, and the design of distinct trade cycles to reflect front to back processing. Workstreams configured instrument models, trade lifecycle orchestration, and accounting mappings consistent with Portfolio and Investment Management processes, and extensive SQL based migration analyses were executed to support data conversion. Integrations were explicitly scoped with back office fund accounting Geneva Advent, SAP for adjacent enterprise processes, Murex for pricing and valuation, and Markit market data and services, reflecting tight coupling between thinkFolio and market data and pricing streams. The project also documented interactions with parallel streams such as market data and pricing to ensure end to end valuation and settlement consistency. Governance focused on mapped controls and procedure harmonization, including mapping of the two charts of accounts and formal handoffs between portfolio operations and fund accounting teams. Functional documentation and migration analysis artifacts were produced to support rollout, cutover planning, and operational acceptance across portfolio management and back office accounting functions.
Banking and Financial Services 6104 $26.1B United States S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2021 n/a
Insurance 7500 $1.4B Australia S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2019 n/a
Banking and Financial Services 250 $40M Canada S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2016 n/a
Banking and Financial Services 308 $50M France S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2014 n/a
Banking and Financial Services 121 $2M Sweden S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2019 n/a
Banking and Financial Services 50 $10M Finland S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2019 n/a
Banking and Financial Services 1200 $425M United Kingdom S&P Global S&P Global thinkFolio (ex IHS Markit thinkFolio) Portfolio and Investment Management 2019 n/a
Showing 1 to 10 of 18 entries

Buyer Intent: Companies Evaluating S&P Global thinkFolio (ex IHS Markit thinkFolio)

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating S&P Global thinkFolio (ex IHS Markit thinkFolio). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating S&P Global thinkFolio (ex IHS Markit thinkFolio) for Portfolio and Investment Management include:

  1. University of Washington, a United States based Education organization with 35331 Employees
  2. CloudCoCo Group, a United Kingdom based Professional Services company with 57 Employees
  3. Apollo Global Management, a United States based Banking and Financial Services organization with 6104 Employees

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FAQ - APPS RUN THE WORLD S&P Global thinkFolio (ex IHS Markit thinkFolio) Coverage

S&P Global thinkFolio (ex IHS Markit thinkFolio) is a Portfolio and Investment Management solution from S&P Global.

Companies worldwide use S&P Global thinkFolio (ex IHS Markit thinkFolio), from small firms to large enterprises across 21+ industries.

Organizations such as Apollo Global Management, Reinsurance Group of America, Partners Group, Australian Unity and APG Groep are recorded users of S&P Global thinkFolio (ex IHS Markit thinkFolio) for Portfolio and Investment Management.

Companies using S&P Global thinkFolio (ex IHS Markit thinkFolio) are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.

Companies using S&P Global thinkFolio (ex IHS Markit thinkFolio) are most concentrated in United States, Switzerland and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of S&P Global thinkFolio (ex IHS Markit thinkFolio) across Americas, EMEA, and APAC.

Companies using S&P Global thinkFolio (ex IHS Markit thinkFolio) range from small businesses with 0-100 employees - 22.22%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 44.44%, and global enterprises with 10,000+ employees - 0%.

Customers of S&P Global thinkFolio (ex IHS Markit thinkFolio) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified S&P Global thinkFolio (ex IHS Markit thinkFolio) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.