Portfolio Management Archives

Managed Services and Cloud IT Infrastructure for Investment Managers

by Siepe | Oct 9, 2025 | Portfolio Management, Product Sheet

As your business scales and grows, it’s vital to have the right technology in place that enables you to keep pace, reduce capital expenditure, and maintain the flexibility to manage even the most unexpected operational challenges. Siepe’s Managed Services and Cloud IT...

First-Time CLO Issuer Solution Fact Sheet

by Siepe | Jun 25, 2025 | Case Study, Portfolio Management, Product Sheet

First-time issuers of CLOs face a unique set of challenges stemming from the inherent complex nature of these structures. CLOs involve intricate legal and operational components – such as cash flow waterfalls, trustee coordination, compliance testing, and covenant...

SCI: Private credit managers increasingly leveraging fintech

by Siepe | Oct 30, 2023 | Data Management, Hedge Fund, News, Portfolio Management

Top-tier CLO and private credit managers are increasingly leveraging fintech support to facilitate proactive management through recent issuance spikes. Siepe, for one, cites technology as the key to optimising portfolios and enabling trading into better quality...

Siepe Wins Best Portfolio Management System (PMS) in the Fund Intelligence Operations and Services Awards 2023

by Siepe | Feb 17, 2023 | Awards, Insights, News, Portfolio Management

We are thrilled to announce that Siepe has won Best Portfolio Management System (PMS) in the Fund Intelligence Operations and Services Awards 2023, presented at the Metropolitan Club in NYC on February 16, 2023. These awards highlight and celebrate the outstanding...

Siepe Shortlisted for 5 Categories in HFM’s Fund Intelligence Awards

by Siepe | Dec 9, 2022 | Awards, Insights, News, Portfolio Management

We are excited to announce that Siepe has been shortlisted for 5 categories in the HFMGlobal Fund Intelligence Awards: Best Cloud-Based Front-Office Solution Best Front-Office Technology Provider Best Front-Office Data Management Tool Best New Front-Office Fintech...

Identifying Inconsistencies in Company Financials

by Scott MacLaughlin | Oct 17, 2022 | Blog, Insights, Portfolio Management, Thought Leadership

Over the past few years, workflow automation has rapidly increased bringing along new efficiencies for asset managers. However, manual processes are still prevalent when analyzing company financials throughout the investment lifecycle, adding risk which can materially...