Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite
Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance, to bring the Allvue Exos Portfolio Optimizer (“Optimizer”) solution to market. The Optimizer solution will allow front-office users to evaluate their loan portfolios to determine the most beneficial trades and boost performance across various asset classes with CLO portfolios as an initial focus.
“Loan managers are tasked daily with originating and optimizing portfolios that are resilient to adverse market conditions and abiding by all compliance tests while delivering positive performance for their investors”
By integrating the Optimizer, Allvue’s customers will be able to derive investment decisions from their investment research and portfolio information in Allvue’s suite of loan software offerings. This cutting-edge technology will help to identify ideal investment opportunities and execute trade management, including full pre-trade and post-trade compliance via a seamless workflow. Exos’ deep understanding of data science supplemented by Allvue’s extensive data sources across the investment lifecycle will provide Allvue’s clients with the informed insights necessary to manage their investments efficiently and cost-effectively.
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“Loan managers are tasked daily with originating and optimizing portfolios that are resilient to adverse market conditions and abiding by all compliance tests while delivering positive performance for their investors,” said Yuriy Shterk, Chief Product Officer at Allvue Systems. “Our partnership with Exos provides our clients in the loan markets with a competitive advantage via a product that intelligently and in real-time informs the entire end-to-end trade lifecycle from opportunity identification and compliance checks to trade execution and back office accounting, allowing for faster and more informed trading decisions.”
Exos will support Allvue’s clients using Front Office Solutions with the addition of its cutting-edge genetic algorithm based methodology to identify ideal trades, automating an otherwise manual and iterative process to determine loans that will improve the portfolio composition while staying within all Compliance and risk profiles determined by indentures, proprietary credit scores and risk tolerance.
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“Allvue is the market leader in credit and loan market technology solutions,” said Joe Squeri, Chief Technology Officer at Exos. “We are thrilled to be partnering with Allvue in delivering the Allvue Exos Portfolio Optimizer to market which will bring Allvue’s data and front-to-back product suite to new heights for loan portfolio managers looking for a competitive edge. Our proprietary algorithm will enable loan managers to make informed and quick decisions and will be seamlessly integrated into Allvue’s loan lifecycle product suite allowing managers to streamline trade execution.”
This partnership further delivers on Allvue’s commitment to enhancing client investment processes. Allvue recently partnered with Coefficient Markets to offer real-time liquidity data to the buy-side market and announced a strategic alliance with IQ-EQ to provide back-office servicing to CLO and private debt managers.
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