Portfolio Finance
Our dedicated team of over 30 professionals across investment origination, underwriting, structuring, servicing, and portfolio management is focused on providing investors access to a unique investment grade asset class.
Inception Date
Vehicle Types
Investment Philosophy
We believe in taking a partnership-oriented approach with both our investors and our asset managers. This approach has enabled us to drive consistent value over time in a complex, inefficient market as we aim to deliver attractive risk-adjusted returns for investors.
Our Value Add
Direct Origination
We source investment opportunities directly through our relationships with asset managers, including our existing established partnerships with over 50 asset managers globally.
Access
We are providing 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 performance for our investors.
Capital Preservation
We are credit investors focused on downside protection through rigorous underwriting, the negotiation of strong structural protections, and active portfolio management.
Alignment of Interest
We have longstanding experience investing on behalf of, and alongside, our parent company, MassMutual.
Investor Solution
We tailor portfolios to investors’ specific needs, including asset class exposures, target duration, and position size, and offer additional opportunities via co-investments.
Portfolio Managers
Dadong Yan
Matt Hansford
Ginny Chiarello
Ian Wiese
Shubz Chandna
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.
