Corporate Trust Connection

Pivot - A powerful new portal for CLO Managers
Intuitive Design Means Critical Data is Always Readily Available

U.S. Bank Global Corporate Trust Services has launched Pivot, a client portal dedicated to streamlining interactions and transactions for CLO managers, from viewing deal data to uploading documents and more. Pivot gives users greater confidence to make investment decisions and enables them to react faster to changes in the market.

With a single access point for all portfolio data, Pivot puts the client’s important information front-and-center, including critical alerts about upcoming deal milestones, pending trades and unexpected changes to the portfolio. Core Pivot features include data transparency into our
customized version of the CDO Suite platform, digital services for portfolio performance and trend analysis, and seamless solution delivery for all relationships – big, small, complex, and simple.

This is the first phase of Pivot. U.S. Bank will continue to invest in technology and resources to expand Pivot functionality for U.S. Bank institutional clients utilizing asset servicing and administration services for loans and securities–related products, including trustee, paying agent, custodial, and fund administration services.

To learn more about Pivot, contact Joshua Stowell at 617.603.6767 or visit us online at pivot.usbank.com.
"The new pivot client portal is a market-leading advancement built with direct input from our clients."

Bryan Calder
President,
Global Corporate Trust Services
Corporate Trust Connection
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