Collateralized Debt Obligation

Focus on what’s important.

Stay focused on your returns and we'll help take care of your operational needs. Our innovative trustee, administration and agency tools can help you achieve your unique business goals in bank loan and securitization markets.

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Get in touch

Michael C. Zak
Senior Vice President

Collateralized debt obligation (CDO) services

Leverage our expertise to help administer your CDO portfolios.

Our services

  • CDO and CLO trustee services
  • Custody services for bank loan funds and separately managed accounts
  • Middle office solutions, including fund and loan administration services
  • Independent loan agency services for direct origination, successor opportunities and back office support

Innovative technology solutions

Meet your real-time demands and evolving business needs with our leading technology and responsive, dedicated service.

Our solutions

  • Interactive client portal, Pivot, with direct views into daily cash, holdings and compliance information
  • Customized daily cash file providing portfolio detail and improving data reconciliation
  • Flexible CDO system with continuous enhancements to anticipate market demands