S&P Global Inc.'s thinkFolio business

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S&P Global Inc.'s thinkFolio business - overview

Location

-, -, US

Primary Industry

Software

About

Based in the US, S&P Global Inc. 's thinkFolio business provides cross asset investment management platform designed to help institutional investors streamline front office operations, enhance decision making, and manage increasingly complex multi asset portfolios. In January 2026, STG acquired S&P Global Inc. 's thinkFolio business.


thinkFolio provides an end to end suite of investment management capabilities supporting the full front office lifecycle from portfolio construction to execution and compliance. The platform enables portfolio managers to model portfolios, conduct scenario and what if analyses, build strategic and tactical allocation models, and target specific risk or return characteristics using native analytics such as duration, convexity, DV01, yields, spreads, and more. The platform offer portfolio monitoring and segmentation tools allow users to analyze positions by market attributes and proprietary groupings, providing transparency into exposures, performance drivers, and risk factors. Its trading and order management system features configurable trade blotters and workflow automation to improve straight through processing across multi asset execution venues.


The compliance engine offers extensive pre and post trade checks supported by a comprehensive rules library that ensures adherence to regulatory requirements, client mandates, internal guidelines, and portfolio manager preferences. thinkFolio’s cash and FX capabilities offer tools for cash flow forecasting, FX derivatives, rollover calculations, and liquidity management, all leveraging its cash flow native data model. With flexible integration into front office systems, data warehouses, and downstream reporting tools, thinkFolio can operate as a fully integrated enterprise platform or as a modular solution for specific strategies such as fixed income, multi asset, loans, cash management, or FX. The January 2026 acquisition enables the company to enhance its platform capabilities.


Current Investors

Primary Industry

Software

Sub Industries

Web Applications, Application Integration Software, Analytics & Performance Software, Accounting/Finance Software, Information Services, Newspapers, Magazines & News Organizations

Verticals

Cloud Computing, FinTech, FinTech

Total Amount Raised

Subscriber access only

S&P Global Inc.'s thinkFolio business - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Corporate Carve OutCompletedS&P Global Inc.'s thinkFolio business-

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