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Collateralised loan obligations (CLOs)

When it comes to managing your Collateralised Loan Obligations (CLOs), you can reap substantial benefits from reliable and expert support. Every CLO is unique, and we offer extensive services tailored to your specific needs.

With access to our extensive industry expertise and best in class technology-enabled solutions, we can expertly manage waterfall calculations and loan administration on your underlying collateral, support with loan settlement and loan closings and manage your warehousing and spv structures help you to efficiently handle your CLO and achieve your investment objectives.

Our CLO services

We can support you with:

  • Calculation agent
  • Cash management
  • Collateral management
  • Company secretarial support
  • Director services
  • Domiciliation
  • Financial administration and reporting
  • Loan administration
  • Share trustee
  • Regulatory reporting

CLO creation

From initial planning to implementation, we provide expert support to CLO managers and use industry-leading tools like Allvue and ClearPar to deliver high-quality CLO creation services tailored to your specific needs.

CLO administration and monitoring

Effective administration is key to the success of your CLO. Our all-inclusive services will help you with your CLO administration activities, such as pre-trade processing, drawdowns, settlements, rollovers, and pre-payments.

We will act as share trustees, collateral administration agents, and calculation agents, leveraging our expertise to ensure your CLO is managed seamlessly and efficiently.

Corporate services and regulatory reporting

To make the most of our expert corporate services and stay on top of your regulatory reporting obligations for your CLO, our cutting-edge technology is just what you need.

Designed to simplify complex tasks and streamline your workflow, our tech helps you stay compliant with regulatory requirements and make informed decisions about your CLO investments.

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  • One dedicated team
  • Unrivalled technical expertise
  • Committed service delivery

With a strong background in banking, debt and credit management, our team of experts are well-equipped to provide you with the knowledge and support you need to navigate CLO financing.

Thanks to our global CLO platform, we specialise in CLO vehicles in the United States and Europe, ensuring that we can provide expert support for your investments. We support multiple time zones, processing notices in one time zone prior to the beginning of the working day in the structures time zone to perform reconciliations.

Contact us today to learn more about our tailored CLO services and how we can help you achieve your goals.

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I am extremely pleased with the work that they have done for us. We interact with them every day, often multiple times a day. One of their strong suits at IQ-EQ is that they are very responsive. Kyle Benkendorfer X-Celeprint


What are Collateralised Loan Obligations?

CLOs are investment vehicles that are made up of a pool of loans extended to companies, these loans are then collated together and sold to investors as a single investment. CLOs are often used in mergers and acquisitions or to provide funding to businesses with poor credit.

What are the advantages of CLOs?

CLOs bring investors a host of different benefits. Professional collateral managers manage the loans within a CLO, to help ensure effective risk management and maximise returns for the investor. CLOs are structured in tranches that have fluctuating degrees of risk, which in turn shields the safest parts of the investment from losses. CLOs are also more accessible and easier to trade than individual loans.

What is the difference between Collateralised Loan Obligations and Collateralised Debt Obligations?

CLOs and Collateralised Debt Obligations (CDOs) are two different types of investment vehicles. A CDO is made up of multiple loans and other assets (like mortgages, auto loans, and credit cards), and they are sold to investors who earn money from the loan repayments.

A CLO has a similar structure to a CDO, but it’s made up of loans to smaller companies that typically cannot issue bonds to borrow money – so they obtain loans from commercial banks instead.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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