S&P Global’s thinkFolio Business

Financial Market Intelligence & Portfolio Management Softwarespglobal.com

Company typePublic
Founded1957
HeadquartersNew York, United States
Headcount5,001–10,000
GTM typeB2B
OfferingSoftware

S&P Global’s thinkFolio Business firmographics

Firmographics

Name: S&P Global’s thinkFolio Business
Legal name: S&P Global Inc.
Website: https://spglobal.com
Company type: Public
Founded year: 1957
Operating status: Operating
Headcount range: 5,001–10,000 employees
Ownership category
akta.pro rank

S&P Global’s thinkFolio Business industry classification

Industry

Product category: Financial Market Intelligence & Portfolio Management Software
NAICS: Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: OCIO Providers (Outsourced CIO) (FSAAAGAH)
akta.pro secondary industries: OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

Portfolio management software
Investment analytics platform
Asset management solutions
Financial market intelligence
Risk and compliance analytics

Where S&P Global’s thinkFolio Business is headquartered

Location

Headquarters

HQ city: New York
HQ country: United States
HQ region: North America

Offices4 records

Markets served

S&P Global’s thinkFolio Business business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

Subscription and Licensing: S&P Global generates revenue primarily through subscription-based access to its data and analytics platforms. This includes annual and multi-year contracts for access to Market Intelligence platforms, Ratings data, Energy commodities data, and Indices services.
Credit Ratings Services: Revenue from credit ratings services, including issuer-paid ratings, investor-pays ratings, and related analytical services.
Indices and Data Products: Revenue from indices including S&P 500, Dow Jones Industrial Average, and related exchange-traded products. Licensing fees for index usage in investment products.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Enterprise Subscription - Custom Pricing
Subscription	Annual	Division-specific products

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

S&P Global’s thinkFolio Business product offering

Product offering

Core offering

thinkFolio Business, operating within S&P Global's Market Intelligence division, delivers portfolio management and investment operations support to asset managers, hedge funds, insurance companies, and other financial institutions. The offering integrates S&P Global's enterprise-scale financial data, credit ratings, ESG intelligence, and analytical platforms into workflow solutions used by buy-side and institutional investment professionals for portfolio decisioning, risk monitoring, and research.

Product overview

S&P Global operates as a multi-divisional enterprise offering distinct product lines across financial intelligence, credit ratings, energy commodities, automotive/mobility data, and indices. The core offerings include S&P Capital IQ Pro (financial market intelligence platform), S&P Global Energy Core/Platts Connect (energy price benchmarks and market data), S&P Global ESG Scores and SPICE (sustainability data products), Ratings360 (credit ratings platform), AutoCreditInsight (automotive loan data), and Visible Alpha (equity research analytics). Premium datasets are delivered via Cloud, Data Feed, API Solutions, and Capital IQ Pro. The company also holds acquired brands including CARFAX and automotiveMastermind for automotive information services.

Differentiator

Problem solved

Functional benefit

Products and services

thinkFolio Portfolio management software platform within S&P Global Market Intelligence offering support for asset managers, hedge funds, insurance companies, and other financial institutions.
S&P Capital IQ Pro Premier financial market intelligence platform providing AI-powered insights with coverage of 60M+ private and 109K+ public company data, designed for investment professionals.
Ratings360 Digital platform bringing together credit ratings, research, and scenario insights for credit story management used by fixed income and credit professionals.
S&P Global ESG Scores Comprehensive ESG data and scores covering over 7,300 companies annually through the Corporate Sustainability Assessment, used by asset managers for ESG-integrated investing.
SPICE: The Index Source for ESG Data Index source for ESG data powering sustainability-focused investment products and benchmarking for institutional investors.
Visible Alpha Equity research analytics and estimates platform providing consensus data and analysis tools for buy-side investment professionals.

Quantifiable outcome

S&P Global serves clients in 190 countries and territories
+2 more outcomes

Companies that use S&P Global’s thinkFolio Business

Customer profile

Named customers4 records

Segments5 records

Ideal customer profiles3 records

S&P Global’s thinkFolio Business technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature5 records

S&P Global’s thinkFolio Business partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

IHS MarkitcoreStrategic or Co-development Partner · 1 January 2022S&P Global completed merger with IHS Markit in March 2022, creating a global leader in essential intelligence. IHS Markit brought capabilities in transportation (automotive, maritime, aerospace & defense), and additional data and analytics capabilities that expanded S&P Global's offerings.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

S&P Global’s thinkFolio Business competitors and assessment

Company assessment

Broad incumbents

Aladdin (BlackRock): Aladdin is BlackRock's institutional investment management and risk platform, originally built in-house and now offered to other asset managers, competing with thinkFolio across portfolio management, risk, and analytics for large institutional clients.
MSCI: MSCI provides indices, portfolio risk and analytics tools for institutional investors, overlapping with thinkFolio's analytics, risk, and benchmarking use cases for asset managers and insurers.
FactSet: FactSet is a broad incumbent providing portfolio analytics, market data, and investment workflow tools to asset managers and buy-side institutions, overlapping with thinkFolio's analytics and workflow capabilities.

Direct peers

SS&C Advent: SS&C Advent provides portfolio management and accounting software (Advent Portfolio Exchange) for asset managers, hedge funds, and family offices — a directly comparable buy-side investment management platform.
Charles River Development (State Street): Charles River Development offers an investment management platform covering portfolio modeling, trading, compliance, and post-trade processing for asset managers and hedge funds — directly competing with thinkFolio in the institutional PMS/OMS space.
SimCorp: SimCorp provides the Dimension platform for integrated investment management, serving asset managers, insurers, and pension funds with portfolio management, risk, compliance, and analytics — a direct functional peer to thinkFolio's institutional client base.
SS&C Eze Software: Eze Software provides order management, execution management, and portfolio management software for buy-side institutional investors including asset managers and hedge funds — a near-direct competitor to thinkFolio in the front-to-middle-office platform category.
Bloomberg AIM: Bloomberg's Asset & Investment Manager (AIM) platform delivers order management, portfolio analytics, and compliance tools to asset managers and hedge funds, directly overlapping with thinkFolio's core buy-side workflows.

Emerging players

Black Mountain Systems: Black Mountain Systems provides portfolio management and accounting software focused on institutional asset owners and asset managers, representing a niche but direct peer to thinkFolio in investment accounting and reporting.
Envestnet Yodlee / Envestnet: Envestnet provides wealth and investment management platforms (including Tamarac) for RIAs and institutional managers, competing in adjacent portfolio management and reporting functionality for similar buy-side customers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks4 records

Key highlights4 records

Customer concentration

S&P Global’s thinkFolio Business financial estimates

Financial estimate

Revenue estimate

Valuation estimate

S&P Global’s thinkFolio Business leadership team

Management profile

Number of profiles

Profiles1 record

S&P Global’s thinkFolio Business subsidiaries and ownership

Company hierarchy

Subsidiaries8 records

S&P Global’s thinkFolio Business funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

S&P Global’s thinkFolio Business M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about S&P Global’s thinkFolio Business

What does S&P Global’s thinkFolio Business do?

Is S&P Global’s thinkFolio Business a public or private company?

S&P Global’s thinkFolio Business is a public company. It is classified as public and is currently operating.

When was S&P Global’s thinkFolio Business founded?

S&P Global’s thinkFolio Business was founded in 1957. It employs 5,001 to 10,000 people.

Where is S&P Global’s thinkFolio Business based?

S&P Global’s thinkFolio Business is headquartered in New York, United States, in the North America region.

How does S&P Global’s thinkFolio Business make money?

Three revenue lines are on record. Subscription and Licensing is the primary driver. The others are credit Ratings Services and indices and Data Products.

Who are S&P Global’s thinkFolio Business's main competitors?

Broad incumbents on record are Aladdin (BlackRock), MSCI and FactSet. Direct peers are SS&C Advent, Charles River Development (State Street), SimCorp, SS&C Eze Software and Bloomberg AIM. Emerging players are Black Mountain Systems and Envestnet Yodlee / Envestnet.

Does S&P Global’s thinkFolio Business have an API?

No public API is recorded for S&P Global’s thinkFolio Business.

What industry is S&P Global’s thinkFolio Business in?

S&P Global’s thinkFolio Business's product category is Financial Market Intelligence & Portfolio Management Software. Its primary akta.pro industry code is FSAAAGAH, OCIO Providers (Outsourced CIO), with a secondary code of FSAAAJAF, OCIO & Multi-Asset Outsourced Portfolio Management. Its NAICS code is 52394 and its SIC code is 6282.