Manulife Selects Allvue Systems for Credit Portfolio Solutions

May 9, 2024

KPMG will oversee the implementation of Allvue’s Portfolio Management and Research Management solutions at Manulife

Allvue Systems, LLC (“Allvue”), a leading alternative investment technology solutions provider, today announced that Manulife’s General Account Investment Group has selected Allvue to supply Portfolio Management and Research Management solutions for their public and private credit portfolios. KPMG will support the new engagement by overseeing project delivery and implementation.

“The credit markets have seen rapid growth over the past few years, making it more critical than ever that managers have a robust, agile system in place to accurately monitor risk and investment exposure,” said Tarek Saleh, Chief Revenue Officer at Allvue. “KPMG and Allvue will jointly ensure that Manulife has access to a comprehensive platform so that they can track investments in real-time and provide the most accurate advisory services to their own clients.”

“KPMG and Allvue have built a truly collaborative relationship that enables us to combine our top-notch professional services with Allvue’s top-notch software to create the best customer experience starting with fast and agile implementation,” said Matthew Clark, Managing Director of KPMG’s Alternative Investments Advisory Practice. “By partnering, we will equip Manulife with KPMG’s private credit research to bolster their data, while also providing Allvue’s robust technology stack to fully maximize this platform for enhanced decision making.”

Allvue’s Portfolio Management solution will equip Manulife with a unified data source that tracks the firm’s investment exposures and risk across their credit portfolios on a single platform. Manulife will also utilize Allvue’s Research Management software to streamline the oversight of the firm’s research, portfolio monitoring, and investment decision-making. The support of KPMG’s implementation approach will enable Manulife to immediately utilize and provide feedback to the system as it is being configured, which Allvue and KPMG will use to make real-time adjustments.

About Allvue

Allvue is a leading provider of technology for investment managers in the private capital and credit markets industry. Its mission is to empower superior investment decisions by pairing modern cloud-based software solutions with capabilities across multiple asset classes. Allvue’s software solutions serve the entire investment lifecycle and are seamlessly integrated to provide a comprehensive product suite, serving firms of all sizes worldwide, including private equity managers, private debt managers, public credit managers, fund administrators, and banks.

Allvue was established in 2019 through the merger of Black Mountain Systems and AltaReturn, two leading providers of investment technology solutions. Allvue is headquartered in Miami, FL with locations throughout North America, Europe, and Asia-Pacific. With a commitment to innovation and a focus on multiple asset classes, Allvue’s software solutions allow its clients to operate and grow their businesses more effectively by automating manual processes, improving data accuracy and consistency across workflows, and delivering enhanced analytics.