portfolio management Archives

Managed Services and Cloud IT Infrastructure for Investment Managers

by Siepe | Oct 9, 2025 | Case Study, 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...

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...

Executive Spotlight: Ethan Underwood

by Siepe | Feb 4, 2022 | Blog, Insights

As Siepe’s Front-Office Product Manager, what does your role entail? I see my role as helping to guide the development of Siepe’s front-office tools for portfolio managers and investment analysts. Part of this involves ensuring that we deliver a solution that connects...

The Power of Data for Operational Resilience

by Brian Shearer | Nov 5, 2021 | Blog, Data Management, Insights, Thought Leadership

Over the past 18+ months, the global pandemic has served as a catalyst for many of the technology and operational decisions the buy-side has made. Many have deployed solutions to optimize efficiency, help reduce costs and, perhaps most importantly, ensure data remains...