List of S&P Global thinkFolio (ex IHS Markit thinkFolio) Customers
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Since 2010, our global team of researchers has been studying S&P Global thinkFolio (ex IHS Markit thinkFolio) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased S&P Global thinkFolio (ex IHS Markit thinkFolio) for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using S&P Global thinkFolio (ex IHS Markit thinkFolio) for Portfolio and Investment Management include: Apollo Global Management, a United States based Banking and Financial Services organisation with 6104 employees and revenues of $26.11 billion, Reinsurance Group of America, a United States based Insurance organisation with 3900 employees and revenues of $18.34 billion, Partners Group, a Switzerland based Banking and Financial Services organisation with 2000 employees and revenues of $2.66 billion, Australian Unity, a Australia based Insurance organisation with 7500 employees and revenues of $1.37 billion, APG Groep, a Netherlands based Banking and Financial Services organisation with 4500 employees and revenues of $1.22 billion and many others.
Contact us if you need a completed and verified list of companies using S&P Global thinkFolio (ex IHS Markit thinkFolio), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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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.
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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.
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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.
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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 |
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Insurance | 7500 | $1.4B | Australia | S&P Global | S&P Global thinkFolio (ex IHS Markit thinkFolio) | Portfolio and Investment Management | 2019 | n/a |
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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 |
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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 |
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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 |
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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 |
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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 |
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Buyer Intent: Companies Evaluating S&P Global thinkFolio (ex IHS Markit thinkFolio)
- University of Washington, a United States based Education organization with 35331 Employees
- CloudCoCo Group, a United Kingdom based Professional Services company with 57 Employees
- Apollo Global Management, a United States based Banking and Financial Services organization with 6104 Employees
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