portfolio management Archives

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...