Allvue Systems, LLC, a leading alternative investment technology solutions provider, today announced that Symetra Investment Management Company (“SIM”) selected Allvue’s CLO solution to launch its inaugural collateralized loan obligation (CLO) offering. SIM, a registered investment advisor with approximately $79 billion in assets, closed Symetra CLO 2025-1, Ltd., a $408 million CLO transaction, in April.
Allvue’s comprehensive CLO suite includes functionality for portfolio and trade management, agent notice processing, collateral management, compliance, and investment accounting—all seamlessly integrated with front-office workflows. The vendor-agnostic platform supports data transparency, workflow automation, and scalability.
“We’re proud to partner with Symetra Investment Management at such a critical moment in the firm’s growth,” said Marc Scheipe, Chief Executive Officer at Allvue Systems. “SIM is a prime example of how quickly a business can stand up a CLO operation using Allvue’s turnkey solution and world-class implementation team. From warehousing and issuance to ongoing compliance, SIM is well equipped with a best-in-class platform to serve and scale with their clients.”
Allvue and SIM completed key project planning and resource alignment early in the implementation cycle, which enabled an accelerated kickoff and a smooth onboarding process. The full implementation took place in less than 2 months, highlighting Allvue’s commitment to customer excellence.
“The successful launch of SIM’s CLO platform is a key strategic initiative for the company,” said Ken Yang, Senior Managing Director, Head of High Yield, Bank Loans and Structured Products. “As SIM deepens its focus on delivering risk-adjusted returns in the structured credit space, our investment in modern infrastructure with key partners like Allvue signals our commitment to long-term growth and investor confidence.”
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