Broadridge technology being implemented at one
of the world's largest CLO managers to increase efficiency of
pipeline, trade and loan operations management
NEW YORK and LONDON, Dec. 4,
2023 /PRNewswire/ -- Global Fintech leader Broadridge
Financial Solutions, Inc. (NYSE:BR) announced today that its
cloud-based solution, Sentry, has been implemented at global
investment firm Carlyle in support of its private credit and
collateralized loan obligation (CLO) portfolio management. The
Sentry private credit and CLO portfolio management technology will
enable Carlyle to more efficiently manage its deal pipeline, trade
compliance and loan operations on a single platform, and scale
operations as the platform grows.
"With increased demand in credit products and ongoing growth of
our product offerings, we wanted the right technology that would
enable us to scale up and achieve a platform approach," said
Jim Keogh, Carlyle's Managing
Director and Head of Operations for Global Credit. "Sentry has
smoothly integrated with our technology stack and provides
functionality that will improve our capabilities as we
grow."
"Working closely with Carlyle, we customized Sentry to
specifically suit their portfolio management requirements, which
emphasized the need to help manage all aspects of private credit
and CLO administration," said Mike
Sleightholme, Broadridge's president of international and
head of asset management solutions. "This implementation really
showcases the value of the flexibility and scalability our solution
offers and how it helps position firms for growth."
Broadridge's Sentry PM is a scalable web-based solution that
provides front-to-back-office functionality to both the private
debt and syndicated loan markets to increase overall efficiency,
including research and pipeline management, pre- and post-trade
compliance, analysis of hypothetical trade scenarios, dynamic
waterfall projections, loan administration, and data aggregation
across strategies, portfolios and assets.
About Broadridge
Broadridge Financial Solutions (NYSE:
BR), a global Fintech leader with over $6
billion in revenues, provides the critical infrastructure
that powers investing, corporate governance, and communications to
enable better financial lives. We deliver technology-driven
solutions that drive business transformation for banks,
broker-dealers, asset and wealth managers and public companies.
Broadridge's infrastructure serves as a global communications hub
enabling corporate governance by linking thousands of public
companies and mutual funds to tens of millions of individual and
institutional investors around the world. Our technology and
operations platforms underpin the daily trading of more than
$10 trillion of equities, fixed
income and other securities globally. A certified Great Place to
Work®, Broadridge is part of the S&P 500® Index, employing over
14,000 associates in 21 countries.
For more information about us, please visit
www.broadridge.com.
Media contacts:
North
America
Prosek Partners
mluongo@prosek.com
Europe
Cognito
BroadridgeEMEA@cognitomedia.com
Asia
Pacific
Teneo
ASIA-broadridge@teneostrategy.com
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