Clarion Capital Insights

How Monthly Tests and a Robust Structure Can Reduce Risk For CLO Investors

Collateralized Loan Obligations (CLOs) have historically offered a competitive risk/return profile.1

How to Coordinate PPLI/PPVA Experts for Tax-Advantaged Access to Alternative Investments

We believe that the key to achieving higher after-tax returns and compounding wealth across an inves...

Tax-Efficient Access to Alternative Investments: IDF Basics

Do you advise the most affluent investors?

How High Net Worth Investors Gain Tax Efficiency for Alternative Investments

High-net-worth investors are increasing their allocations to alternative strategies, according to a ...

Can Investors Create a Multi-Asset Portfolio with Insurance Dedicated Funds?

Advisors, affluent investors, and institutions are discovering the power of tax-advantaged investing...

What is the Liquidity Risk in the $1 Trillion CLO Market?

When markets become unsettled, liquidity becomes a concern for some investors.

How Active Portfolio Management Can Enhance Returns and Reduce Risk in CLOs

Active portfolio management is fundamental to CLO investing. Underlying each CLO is a customized poo...

Risk: Should Cov-Lite Loans Be a Concern for CLO Investors?

The current trend of rising rates, concerns over the health of the economy, and the potential for a ...

CLOs Endured the Great Financial Crisis. Will CLOs Suffer the Fate of CDOs in the Next One?

How are CLOs different from CDOs?

CLOs (Collateralized Loan Obligations) and CDOs (Collateralized Debt Obligations) sound similar but ...

Who are the Investors Who Grew CLOs Into a Trillion-Dollar Asset Class?

Who Invests in CLOs and Why?

The global market for collateralized loan obligations (CLOs) now exceeds $1 trillion.1