Broadridge Financial Solutions, Inc. is a global leader in Fintech. The company announced today that its cloud-based solution, Sentry, has been implemented at global investment firm Carlyle as part of its portfolio management program for private credit loans and collateralized loan obligations (CLO).. Sentry's private credit and CLO portfolio management technology will allow Carlyle to manage its deal pipeline, trade compliance, and loan operations on a single platform, as well as scale operations as the platform grows, in a more efficient and cost-effective manner
Sentry's private credit and CLO portfolio management technology will allow Carlyle to manage its deal pipeline, trade compliance, and loan operations on a single platform, as well as scale operations as the platform grows, in a more efficient and cost-effective manner
Managing Director and Head of Operations for Global Credit at Carlyle, Jim Keogh, stated that, "With the increasing demand for credit products and the continued growth of our product offerings, we wanted the right technology that would help us scale up and achieve a platform approach." As we grow, Sentry will provide additional functionality that will improve our capabilities as we integrate it smoothly with our current technology stack." 
In collaboration with Carlyle, Broadridge customized Sentry to meet their portfolio management requirements specifically, emphasizing the need to assist in managing all aspects of private credit and CLO administration, said Mike Sleightholme, the company's president of international and head of asset management solutions. As you can see from this implementation, our solution is really showing how flexible and scalable it can be, as well as how it can be used to position firms for growth.
As a scalable web-based solution, Broadridge's Sentry PM provides front-to-back office functionality to the private debt and syndicated loan markets to maximize efficiency and ensure compliance. This includes research and pipeline management, pre- and post-trade compliance, analysis of hypothetical trade scenarios, dynamic waterfall projections, loan administration, and aggregation of information across strategies, portfolios, and assets to increase overall efficiency.
A little bit about BroadridgeBroadridge Financial Solutions (NYSE: BR), a global leader in Fintech with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives for its customers.. In addition to delivering technology-driven solutions, we also deliver business transformation solutions to banks, broker-dealers, asset and wealth managers, as well as public companies. A major aspect of Broadridge's infrastructure is that it serves as a global communications hub, enabling corporate governance by connecting thousands of public companies and mutual funds and tens of millions of individual and institutional investors globally.. It is our technology and operations platforms that enable more than $10 trillion in equities, fixed income and other securities to be traded globally on a daily basis. Broadridge is a S&P 500® company, which means it is part of the S&P 500® index, employing over 14,000 associates in 21 countries around the world.
Broadridge is a S&P 500® company, which means it is part of the S&P 500® index, employing over 14,000 associates in 21 countries around the world.
In order to learn more about Broadridge, please visit our website at www.broadridge.com.
Contact information for media:North AmericaProsek Partners [email protected] 
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Broadridge Financial Solutions, Inc. is the source of this information.
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