thinkFolio integrates with Investor Access to boost fixed income primary market workflow

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IHS Markit’s multi-asset class investment platform, thinkFolio, has integrated with Investor Access in a bid to offer fixed income primary market workflow for the buy-side community. The integration is expected to allow thinkFolio’s users to monitor new issues via the Investor Access Deal Monitor platform, subscribe to assets, and trigger new security information to the company and client downstream applications.

Brett Schechterman, Managing Director and Global Head of thinkFolio at IHS Markit, said, “Our colleagues from Investor Access have been at the forefront in working with key consortiums across the capital markets with the objective of optimizing the primary issuance process for fixed income securities. The thinkFolio team is thrilled to contribute to a collaboration that will result in streamlined primary market workflow, reduced operational risk, and enhanced compliance and audit capabilities for our clients’ dealing operations.”

According to thinkFolio, the kit uses the Investor Access Deal Services API and FIX messaging, providing users with the ability to orchestrate allocations at point of order creation and to initiate all required compliance checks before placement.

thinkFolio is delivered as a managed service, supporting investment firms that want to reduce costs, maximize flexibility, enhance scale, and achieve time-to-market objectives.

“As a foundation for working collaboratively with our buy-side stakeholders, we have initiated this ‘open’ integration effort with our colleagues from thinkFolio,” said Ted Douglas, Managing Director and Co-Head of Fixed Income for IHS Markit’s Global Markets Group. “Embedding Investor Access within leading buy-side trading technology platforms will provide holistic straight-through processing benefits for our primary market clients and the entire ecosystem. We are delighted that our collective efforts and the workflow synergies we’ve deployed in close partnership with thinkFolio will streamline the end to end process for their clients and connect the marketplace to the primary fixed income new issue market.”