List of S&P Global CDO Suite Customers
New York, 10041, NY,
United States
Since 2010, our global team of researchers has been studying S&P Global CDO Suite 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 S&P Global CDO Suite for Portfolio and Investment Management 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 S&P Global CDO Suite for Portfolio and Investment Management include: State Street, a United States based Banking and Financial Services organisation with 42000 employees and revenues of $12.15 billion, Blue Owl Capital, a United States based Banking and Financial Services organisation with 1100 employees and revenues of $1.99 billion, HPS Investment Partners, LLC, a United States based Banking and Financial Services organisation with 380 employees and revenues of $35.0 million and many others.
Contact us if you need a completed and verified list of companies using S&P Global CDO Suite, 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 S&P Global CDO Suite 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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Blue Owl Capital | Banking and Financial Services | 1100 | $2.0B | United States | S&P Global | S&P Global CDO Suite | Portfolio and Investment Management | 2025 | n/a |
In 2025 Blue Owl Capital referenced the S&P Global CDO Suite in loan and credit documentation to calculate default frequencies and run monitoring tests on loan and CLO collateral in the United States, tying the application directly to portfolio surveillance obligations. The SEC filing identifies Blue Owl Technology Income Corp as a services provider named in credit documents that embed S&P CDO Monitor inputs and reporting into borrower and collateral administration workflows, situating the S&P Global CDO Suite inside Portfolio and Investment Management controls.
The implementation signal is module focused, the S&P CDO Monitor is explicitly cited for default frequency calculations and ongoing monitoring tests, and the filing shows CDO Monitor outputs flowing into borrower and collateral administrator reporting. The narrative in the filing supports category-aligned inference that related S&P models such as CDO Evaluator and Cash Flow Evaluator are likely used to support cash flow analysis and valuation scenarios alongside monitoring, consistent with Portfolio and Investment Management analytics.
Operationally the S&P Global CDO Suite is integrated with borrower and collateral administration processes defined in the credit agreement, indicating governance where model inputs and standardized reports feed contractual monitoring and administrative decision points. Scope of use is loan and CLO collateral oversight in the United States, supporting borrower, collateral administrator and portfolio manager workflows within Blue Owl Capital's Portfolio and Investment Management function.
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HPS Investment Partners, LLC | Banking and Financial Services | 380 | $35M | United States | S&P Global | S&P Global CDO Suite | Portfolio and Investment Management | 2023 | n/a |
In 2023, HPS Investment Partners, LLC implemented S&P Global CDO Suite within its Portfolio and Investment Management tooling. The HPS Corporate Lending Fund, acting as collateral manager and manager of HLEND CLO 2023-1, uses S&P CDO Monitor for CLO collateral monitoring and for S&P CDO Monitor Test calculations documented in the transaction filing.
S&P Global CDO Suite is applied specifically through the S&P CDO Monitor module to perform periodic collateral surveillance, tranche level cash flow and compliance checks, and rating related default frequency analysis workflows consistent with portfolio and investment management practices. The deployment centers on collateral monitoring and calculation capabilities, with the S&P CDO Monitor module explicitly named in the indenture and associated SEC filing.
Operational scope is the United States and is centered on the HPS Corporate Lending Fund as collateral manager and manager of HLEND CLO 2023-1, with outputs intended for trustees and agents responsible for reinvestment period oversight. The implementation is documented in the transaction indenture, which references use of the S&P CDO Monitor and S&P CDO Monitor Test calculations as part of trustee and agent reporting and compliance procedures.
Governance and workflow alignment are anchored in the transaction indenture, which embeds the S&P CDO Monitor outputs into reinvestment period compliance and rating related portfolio default frequency analysis used by trustees and agents. Module usage is explicit in the filing, establishing the S&P Global CDO Suite and S&P CDO Monitor as formal components of the portfolio and investment management controls for this CLO transaction.
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State Street | Banking and Financial Services | 42000 | $12.1B | United States | S&P Global | S&P Global CDO Suite | Portfolio and Investment Management | 2025 | n/a |
In 2025, State Street adopted S&P Global CDO Suite in the Portfolio and Investment Management category to support collateral administration and trustee reporting obligations. Public credit documentation documents delivery and use of S&P Global's CDO Monitor for portfolio-level monitoring and daily reporting in the United States.
The implementation centers on the CDO Monitor capability within S&P Global CDO Suite, with documented receipt of model outputs used for collateral reporting and payment-date reporting. Functionality cited in the agreement aligns with portfolio-level monitoring and daily reporting workflows, indicating configuration of automated model output generation and scheduled delivery for trust accounting cycles.
As collateral administrator and trustee, State Street is described as a recipient of S&P model outputs, which implies integration of delivered outputs into collateral administration and payment reconciliation processes. The operational coverage specified in the documentation focuses on United States trust and collateral services, and the described data flows imply consumption of model outputs by collateral administration, trustee services, and related reporting teams.
The credit agreement embeds reporting and delivery requirements that establish governance around model output consumption and reporting cadence, creating formalized workflows for the agent to publish collateral and payment-date reports. This places responsibility on collateral administration and trustee operations to ingest, validate, and disseminate S&P Global CDO Suite outputs as part of contractually defined reporting obligations.
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Buyer Intent: Companies Evaluating S&P Global CDO Suite
- Oaktree Capital Management, a United States based Banking and Financial Services organization with 1450 Employees
- U.S. Bank, a United States based Banking and Financial Services company with 70000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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