Vertically Integrated Front-To-Back Solution Enables Private Equity Firm to Expedite Launch of New Private Credit Platform
A private equity investment firm was looking to launch a new private credit strategy and transition from Total Return Swaps (TRS) to loan form financing on liquid credit. Although the firm is a traditional private equity fund capable of providing tailored investment...
Tier 1 CLO Manager Unlocks Technology and Operational Efficiencies With Siepe’s Collateral Administration Services
In the current state of the Collateralized Loan Obligation (CLO) and private credit market, increased capital inflows since the pandemic have caused these markets to continue to grow – reaching over $2 trillion globally. Concurrently, service providers in the credit...
Migrating IT systems to the public cloud provides SECOR Asset Management with the flexibility to grow & scale their business
SECOR Asset Management is an independent global investment advisory and risk management firm that provides advisory, portfolio, and alternative investment solutions for institutions, pensions and profit-sharing plans, endowments, and investment companies. When SECOR...
Alternative Asset Manager deploys holistic managed services solutions
Diameter Capital Partners LP (Diameter), a New York-based alternative asset manager focused on the global credit markets with $8Bn of AUM, was pursuing a new operating model to accommodate its growth strategy. They required an outsourced technology and managed...
Bespoke data solution helps hedge fund manager automate workflows & scale business
Yost Capital Management, a Texas-based hedge fund manager, had to manually aggregate public data provided via several websites and input these into a custom model to generate trade ideas. However, the process was not efficient from a scalability perspective as the...
Multibillion-dollar global alternative investment firm eliminates malware threats
A multibillion-dollar global alternative investment manager needed to implement best practices as outlined by the SEC OCIE recommendation to address an increasingly important issue in the current security climate and primary vectors for malware — office macros, which...
Quant Manager achieves business continuity in a secure and compliant public cloud environment
A quantitative manager lost its senior (and only), developer. A number of issues were exposed in the run-up to the developer’s departure. The investment manager saw an opportunity to improve its business operations and processes particularly for security and disaster...
Asset manager automates workflows & scales business with holistic technology solution
Anson Funds, a privately-held alternative manager, was rapidly expanding its counterparty footprint and intensified its focus on accurately reporting P&L net of fees. As Anson Funds’ business grew, maintaining normal operations and administrative responsibilities...
Single Family Office receives complete IT infrastructure overhaul in remote environment
A single-family office (SFO) with $1.5 billion+ AUM recognized an opportunity to improve its antiquated IT infrastructure. To increase operational efficiencies and reduce costs, the firm pursued a technology partner that could overhaul its infrastructure, adapt to new...