Whole Loan Mortgages: A Unified Public and Private Asset View

As private markets continue to grow, investment firms are managing increasingly complex portfolios across public and private assets. Whole loan mortgages can add another layer of complexity, with fragmented data, bespoke structures, and disconnected workflows making it difficult to maintain a consistent view across the portfolio.

Join us to explore how Bloomberg can bring private whole loans into a common analytical framework alongside public mortgage assets, supporting consistent representation, scalable data management, advanced mortgage analytics, and more connected portfolio workflows.

Discussion Topics:

• Whole Loan Representation: Bringing private whole loans into a common Bloomberg mortgage representation alongside public mortgage assets.
• Scalable Data Management: Support the contribution, maintenance, and organization of whole loan data at scale.
• Whole Loan Analytics: Apply Bloomberg models and analytics to evaluate loan behavior, cash flows, scenarios, and portfolio risk.
• Connected Workflows: Extend whole loan data and analytics into Excel and programmatic workflows for loan and portfolio-level analysis.
• Total Portfolio View: Connect public and private investments to support exposure, performance, and risk analysis across the enterprise.