List of Allvue Performance Attribution Customers
Coral Gables, 33134, FL,
United States
Since 2010, our global team of researchers has been studying Allvue Performance Attribution customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Allvue Performance Attribution for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Allvue Performance Attribution for Portfolio and Investment Performance and Planning include: New Mountain Capital, a United States based Banking and Financial Services organisation with 195 employees and revenues of $97.0 million, Monroe Capital LLC, a United States based Banking and Financial Services organisation with 130 employees and revenues of $15.0 million, Sycamore Tree Capital Partners, a United States based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Performance Attribution, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Allvue Performance Attribution customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Monroe Capital LLC | Banking and Financial Services | 130 | $15M | United States | Allvue Systems | Allvue Performance Attribution | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Monroe Capital LLC implemented Allvue Performance Attribution as part of an Allvue integrated credit platform deployment, extending Performance Attribution capabilities into the firm’s US private credit business to support reporting, exposure monitoring and cash planning. The deployment positioned Allvue Performance Attribution to operate alongside Allvue’s portfolio management, trade order management, compliance and fund finance modules to consolidate performance and analytics workflows.
The configuration emphasized attribution reporting and analytics layered on top of credit portfolio management, enabling performance attribution calculations, attribution reporting feeds and integrated analytics for credit strategies. Allvue Performance Attribution was used to align performance measurement with trade order data and fund finance cash positions, supporting end-to-end attribution from trade execution to fund reporting.
Operational coverage focused on Monroe’s US private credit business, bringing investment teams, portfolio managers and middle-office functions into a unified reporting and exposure monitoring framework. The implementation centralized real-time exposure monitoring and cash planning information to be consumed by performance and analytics processes within the same Allvue environment.
Governance and workflow changes organized reporting cadence and attribution review processes to speed decision-making across credit strategies, with the 2021 rollout aimed specifically at accelerating reporting and decision support. The narrative centers on Monroe Capital LLC Allvue Performance Attribution Performance Attribution integration for portfolio-level reporting and analytics within its credit business.
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New Mountain Capital | Banking and Financial Services | 195 | $97M | United States | Allvue Systems | Allvue Performance Attribution | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, New Mountain Capital went live with Allvue Performance Attribution as part of an Allvue front-to-back deployment for its collateralized loan obligation strategy in the United States. Apps Category:
The deployment encompassed front-to-back portfolio management, research, trading and compliance capabilities within Allvue’s platform, with Performance Attribution usage inferred as part of Allvue’s integrated analytics suite rather than explicitly named in the announcement. Allvue Performance Attribution was positioned to provide attribution analysis and analytics workflows that support credit selection and portfolio performance review alongside order management and compliance monitoring.
Operational coverage focused on the firm’s CLO strategy and related investment teams in the United States, aligning portfolio analytics with research and trading workflows to accelerate due diligence. The implementation went live in 2021 to accelerate due diligence and credit decision-making, embedding attribution and analytics into the investment decision lifecycle and governance processes.
Configuration emphasis was on instrument-level performance attribution, analytics orchestration and integration of attribution outputs into portfolio review and compliance check processes, maintaining an integrated approach across portfolio management, research, trading and compliance functions. Allvue Performance Attribution appears as the analytics component within the broader Allvue front-to-back environment used by New Mountain Capital for CLO operations.
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Sycamore Tree Capital Partners | Banking and Financial Services | 20 | $2M | United States | Allvue Systems | Allvue Performance Attribution | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Sycamore Tree Capital Partners implemented Allvue Performance Attribution, Category: . The deployment launched in November 2020 as part of Allvue’s end-to-end credit suite to support the firm’s alternative credit strategies in the United States. The implementation centralized portfolio management, research, trading, compliance, performance attribution and investment accounting into a unified data model to reduce data silos and enable cross-functional visibility.
Allvue Performance Attribution was configured to provide real-time insights and a single source of truth for portfolio monitoring and risk assessment across Sycamore Tree’s credit funds. Operational scope focused on investment and portfolio teams managing alternative credit strategies in the United States, with attribution workflows integrated into portfolio monitoring and compliance processes. Governance emphasized unified data stewardship and instrument-level attribution to support ongoing risk assessment and fund reporting.
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