CLO Manager
Selecting credits and managing your CLOs is challenging. Our solutions streamline your operational processes and clarify how investors view your deals vs others.
Investment Pipeline
Track and monitor your investment pipeline for due diligence purposes. Create custom workflows for evaluating potential investments, including multi-level review and approval steps.
CLO Manager Analysis
View aggregate metrics across numerous deals for a single manager. View loan exposures. Compare your performance with that of other managers. View overlaps in collateral between your deals and that of others.
Compliance
Quickly evaluate the effect of one or more hypo trades on your portfolio metrics and compliance limits.
Deal Analysis
View the performance of your deals. Deep dive into the analytics and relative value metrics of any specific deal. See distributions of collateral across various fields.
More Features
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Monitor Portfolio
Create custom dashboards which provide details on your exposures to various loan attributes, such as maturities, spreads, price buckets, etc. View consolidated P&L across portfolios, and attribute gains and losses to any particular subset of the portfolio.
Manager Transactions
Dive into historical holdings across issuers for each manager. See all purchases and sales by asset for each manager. View realized and unrealized P&L’s by issuer and industry across each manager’s deals.
Vendor Integrations
Integrate with numerous data vendors, pricing sources, fund administrators, etc.
