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A portfolio management solution purpose-built to help CLO managers make better investment decisions supporting the entire investment lifecycle.
Streamline the process from research to origination to administration and reporting.
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Dynamic Waterfall Each CLO is modeled according to the Indenture, including dynamic cures, haircuts, rating derivations and hurdle rates. |
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Pre-Trade Compliance Quickly run hypothetical trade scenarios, including single or multiple trades, to determine the impact of each asset against the compliance rules. |
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CLO Compliance Track and report on daily compliance status, including collateral quality, portfolio limitation and other tests. |
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Scenario Analysis Run analysis on each CLO to learn how the deal will perform under various scenarios. |
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Max Investment Amount Quickly determine the maximum amount a CLO can buy of an asset before tripping compliance tests. |
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Investment Accounting Accounting & transaction processing for all assets, as well as for investor and internal reporting. |
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Reconciliation Independently track and administer and compare to trustees/admins via auto-reconciliation. |
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Reporting Multiple standard reports and a custom report writing tool help to automate report creation. |
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Investment Decision Workflow Create, audit, and track custom workflows, including checklists and documentation requirements. |
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Portfolio Management Configurable dashboards featuring deal performance, projected cash flows, deal details (O/C, I/C, WARF, etc.) |
