Case Study: a tier 1 CLO manager achieves greater operational efficiency with Siepe's collateral administration services

Tier 1 Clo Manager Unlocks Technology And Operational Efficiencies With Siepe’s Collateral Administration Services

A Tier 1 CLO manager overseeing $27 billion in credit assets faced significant operational disruptions and risk due to a lack of skilled resources and industry knowledge at its previous collateral administrators. Seeking a more reliable partner, the firm engaged Siepe for its Collateral Administration services to improve stability and support its growing business.

Siepe implemented its technology-focused Collateral Administration solution, integrating it seamlessly with the manager's existing platform. This provided the client with a customizable interface for portfolio transparency, tailored reporting, and timely reconciliations. As a result, the manager experienced a significant increase in data quality and service levels through automation, gaining reliable daily compliance results and a system that provides full transparency to meet investor needs efficiently.