Broadridge Financial Solutions, Inc., a leading global fintech company, recently announced that Pemberton Capital Advisors, a private credit manager based in Europe, has integrated Broadridge’s Sentry Private Credit Portfolio Management solution into its operations. This technology adoption aims to enhance operational efficiencies and accommodate the growing scale of Pemberton’s private debt and collateralized loan obligation (CLO) activities.
The selection of Broadridge’s offering stems from its capability to support Pemberton’s expanding growth trajectory and the increasing popularity of alternative credit as an investment class. Additionally, the solution provides the necessary flexibility to meet investors’ demands for transparency.
Pemberton’s Chief Financial Officer highlighted the infrastructure of Broadridge’s private credit portfolio management solution as pivotal for effective scaling, stating that it aligns well with the firm’s growth and the heightened interest in alternative credit. The ease of use and comprehensive functionality of the Sentry platform was also mentioned as a significant factor in Pemberton’s choice, with one of the firm’s executives appreciating the straightforward implementation process and the support received during transition.
Broadridge expressed enthusiasm about bringing Pemberton onto the Sentry platform, emphasizing its commitment to enabling operational excellence and growth in response to client demand. The Sentry solution stands out in the private credit and CLO landscape by employing advanced technology to help managers and alternative funds enhance operations, improve transparency, and gain insights for informed decision-making.
The Sentry platform is designed specifically for managing private credit portfolios and CLOs, facilitating a range of activities throughout the investment lifecycle. Its capabilities include streamlined portfolio management, research functions, hypothetical position analysis, trading, and regulatory compliance. By combining these processes into a unified system, Broadridge aims to optimize workflow efficiency for its users.
Overall, the integration of Broadridge’s technology promises to transform Pemberton’s operational framework, elevating their capabilities in managing private credit and CLO-related activities, while responding effectively to the increasing market demand.