" class="no-js "lang="en-US"> Carlyle Implements Broadridge's Cloud-Based Solution, Sentry
Monday, March 04, 2024

Broadridge Investment Management Technology Enhances Carlyle’s Private Credit and CLO Portfolio Management Operations

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.

People In This Post

Companies In This Post

  1. Sapiens Expands Presence in Canadian Market to Accelerate Growth for Canadian Insurers Read more
  2. GFT strengthens leadership team with executive director appointment Read more
  3. Smart Data Foundry Partners with NayaOne to Drive Financial Innovation Read more
  4. CGS International Securities Expands Securities Finance Capabilities with Broadridge SFCM Solution Read more
  5. FinTech Wales opens the market at the London Stock Exchange to mark St David’s Day Read more