Global private investment firm Carlyle has implemented Broadridge Financial Solutions’ cloud-based Sentry PM solution to support its private credit and collateralised loan obligation (CLO) portfolio management.
Broadridge says Sentry’s tech 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.
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.
