Investment firm Carlyle implemented financial technology company Broadridge Financial Solutions‘ cloud-based solution, Sentry, in support of its private credit and collateralized loan obligation (CLO) portfolio management. Carlyle will use the Sentry platform to manage its deal pipeline, trade compliance and loan operations on a single platform.
“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,” Jim Keogh, managing director and head of operations for global credit at Carlyle, said. “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,” Mike Sleightholme, president of international and head of asset management solutions at Broadridge, said. “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.
