$23,6 B AUM
Portfolio Finance
Direct Origination Access
Proven Track Record
Differentiated Solutions
Our Approach
Our dedicated team of over 30 professionals is focused on providing investors access to a unique private investment grade asset class—which is forecast to reach $100+ billion per annum by 2028.
We directly originate secured portfolio financings through our relationships with asset managers. As credit investors, we are focused on capital preservation, enabling us to deliver the potential for consistent, strong relative value over time.
The Risk-Reward Pick’n’Mix for Investors
Matt Hansford spoke to Private Equity Wire about the $200bn opportunity in portfolio finance, how it can serve as a strategic buffer against volatility and how as an asset class with large transactions, it enables investors to deploy at scale.
Surge of the Secondaries: Financing Growth in an Undercapitalized Industry
With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.
Missing a $100+ Billion Annual Opportunity?
The rapid expansion of private markets has created an appealing opportunity for investors to earn attractive returns in private IG credit underpinned by the financing needs of asset managers and funds. Yet this segment of the market remains little known and less understood.
$38B+
originations of investment grade private loans
2017
Inception of strategy
100+
Facilities with diversified collateral
Our Value Add
Direct Origination
Source opportunities directly through relationships with asset managers, including existing partnerships with 50+ asset managers globally
Access
Provide investors access to an asset class that traditionally has been only accessible by banks
Lead Lender
Control or influence over structuring, legal documentation, terms, investment allocation, and future amendments positions us to deliver consistent value over time
Capital Preservation
Focus on downside protection through rigorous underwriting, negotiation of strong structural protections, and active management
Alignment of Interest
Longstanding experience investing on behalf of, and alongside, our parent company, MassMutual
Solution-Oriented
Tailor portfolios to meet investors’ specific needs, from asset class exposures to target duration, and offer additional opportunities via co-investments
Portfolio Managers
Dadong Yan
Matt Hansford
Ginny Chiarello
Ian Wiese
Shubz Chandna
Contact Us to Learn More
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Portfolio Finance
Bringing insurance and institutional capital to the portfolio financing market, we offer bilateral customized solutions for asset managers seeking financing for their funds, portfolios, the GP, or other vehicles across various asset classes and strategies.
In our experience, it's about yours.
Our teams are empowered to share ideas, challenge perspectives, and take decisive action as we collectively pursue the greatest outcome for our clients.
