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Global Asset Manager Grows with Portfolio Solution

Broadridge automated portfolio management handles growth in SMAs, CLOs, debt, FX and derivatives.

Client Overview

  • Asset manager
  • AUM: $40+ billion
  • CLOs: 25+
  • Global
  • Investment strategies: multi-asset, fixed income, equities and alternatives

Problems Faced

The firm was experiencing rapid growth when the leaders determined that their current portfolio management system could no longer perform at scale. Needed to find an integrated, front-to-back-office solution engineered to handle the complexities of a rapidly growing CLO business, which provides the ability to fully automate middle and back-office functions.

Broadridge Solution

A fully automated, front-to-back-office solution engineered to handle the complexities of their growing collateralized loan obligation (CLO) business. The platform provides a consolidated front-office view via interactive dashboards to help centralize pre-trade compliance and investment data.

Portfolio Management for CLOs

  • Complete CLO asset support
  • Waterfall modeling over life of the deal
  • Process management to streamline approvals
  • Research management, OMS and trading
  • Reconciliation & data aggregation

Why Broadridge

  • The Broadridge platform provided the capacity to handle additional volume with a deeper breadth of functionality.

Client Results

  • Following the implementation of the Broadridge solution, the client continued to experience growth in multiple areas of their business, with an increase in SMAs and CLOs, along with added product coverage for debt, FX and derivatives.

Learn more about our portfolio management solution.

Contact Us about what’s next for you

Contact Us

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

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Future of Operations: Simplifying Operations With Data