Corporate Trust Connection

U.S. Bank Global Corporate Trust Services Announces Pivot A Powerful New Portal for CLO Managers

Intuitive Design Means Critical Data is Always Readily Available

U.S. Bank Global Corporate Trust Services announces pivot, a specialized client portal built for CLO managers, delivering an unparalleled user experience. Pivot streamlines daily cash activity and monthly reconciliation processes, allowing clients to focus on what they do best – managing their portfolio.

With a single access point for all data, pivot puts the client’s important information front and center, including critical alerts about deal milestones, pending trades and unexpected changes to their 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.

"Pivot is an example of game changing technology," said Bryan Calder, president, U.S. Bank Global Corporate Trust Services. "This innovative client portal was developed with direct input from our clients. With pivot, our clients will receive key insights about their portfolios that we believe will raise the bar for all service providers in the market."

This is the first phase of pivot. U.S. Bank is continuing to invest in technology and resources to expand pivot functionality for additional U.S. Bank institutional securities services clients and market segments.

At Global Corporate Trust Services, we set ourselves apart by combining innovative technology with responsive, one-to-one service to produce results that meet our clients’ real-life, real-time demands. To learn more about pivot or for a personal demonstration, visit us online at pivot.usbank.com or call us at (617) 603-6767.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation. The factual information has been obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness.

Investment and Insurance products are:

NOT A DEPOSIT NOT FDIC-INSURED MAY LOSE VALUE NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

The articles and information included in this newsletter are for your information and are not intended as legal, accounting or tax advice. U.S. Bank and its representatives do not provide legal, accounting and/or tax advice. Clients are encouraged to contact their legal, accounting and/or tax advisor regarding their particular situation. While the information is intended to be accurate, neither U.S. Bank Global Corporate Trust Services nor the publisher accepts responsibility for relying on the information provided.

Images may be from one or more of these sources: ©Thinkstock, ©2014 U.S. Bank Global Corporate Trust Services. Member FDIC.

"Pivot is an example of game changing technology."