Case Study: AlbaCore Capital Group achieves rapid AUM growth and full data transparency with Allvue Systems

AlbaCore Capital Group & Allvue’s partnership for growth

AlbaCore Capital Group, a specialist credit investor managing global mandates, needed a sophisticated but flexible technology partner to support portfolio management and trade order management as the firm scaled. After evaluating the market, AlbaCore selected Allvue Systems and its configurable investment software and PaaS model to provide a single unified platform that could integrate with existing workflows, deliver data transparency, and scale with the business.

Allvue Systems implemented its platform to consolidate market and exposure data, automate manual processes, and enable trade-lot level analysis and reporting. The solution delivered deeper portfolio insights, streamlined workflows, and automated burdensome reporting, helping AlbaCore Capital Group support its growth trajectory — from roughly $1B AUM in 2017 to about $9B AUM in 2021 — and deepening the ongoing partnership between the two firms.

AlbaCore Capital Group

Matthew Courey

Founding Partner and COO