Global fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) has announced the successful implementation of its cloud-based solution, Sentry, at the renowned global investment firm Carlyle. This strategic move aims to bolster Carlyle’s management of private credit and collateralized loan obligation (CLO) portfolios.
The integration of Broadridge’s Sentry private credit and CLO portfolio management technology equips Carlyle with a unified platform for streamlined deal pipeline management, trade compliance, and loan operations. This scalable solution enables enhanced operational efficiency, allowing Carlyle to navigate its growing portfolio seamlessly.
Broadridge’s Sentry PM stands out as a robust, web-based solution offering end-to-end functionality for both private debt and syndicated loan markets. This includes comprehensive features such as research and pipeline management, pre- and post-trade compliance, analysis of hypothetical trade scenarios, dynamic waterfall projections, efficient loan administration, and data aggregation across various strategies, portfolios, and assets.
This strategic deployment underscores Carlyle’s commitment to leveraging cutting-edge fintech solutions to optimize its investment operations and adapt to the evolving landscape of private credit and CLO management.
“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.”
To know more about other trending usecases in the US financial services industry, like Generative AI, Open Banking, Buy Now Pay Later (BNPL), explore our other insights.
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