Client snapshot:
Broadridge solution: Asset Management Solutions
Building the operational foundation for growth in ASEAN equities
As ASEAN gains prominence as a standalone investment opportunity, investment managers are under increasing pressure to combine differentiated market insight with the operational capabilities needed to execute at scale. Supporting sophisticated strategies across a dynamic regional landscape requires more than strong investment expertise alone—it demands flexible technology, streamlined workflows, robust risk oversight, and the ability to adapt as the business grows. For emerging firms in particular, building the right operational framework from the outset is critical to supporting fund launches, delivering tailored client solutions, and establishing a platform for long-term success.
By working with Broadridge, Valverde Investment Partners was able to:
Building for growth? Manual processes made it difficult to scale with confidence
As a newly established investment management firm focused on ASEAN equities, Valverde brought deep market expertise and a differentiated investment approach to a fast-growing region. But as the firm prepared to launch and scale its operations, relying on manual, spreadsheet-based processes created challenges for efficiency, control, and long-term scalability. To support sophisticated investment strategies and meet the demands of a competitive market, Valverde needed a more robust operational framework. The firm faced a number of critical questions:
They needed help replacing manual workflows with a modern investment management platform that could support both their immediate needs and long-term ambitions.
Partnering to create a scalable operating model
Valverde knew they needed more than a software solution to replace manual processes and support the launch of a growing investment business. They needed a trusted and transformative partner with the ability to understand the demands of a modern investment management operation, the flexibility to support sophisticated strategies across ASEAN markets, and the technology capabilities to deliver a scalable platform built for both current needs and future growth. Together, Broadridge and Valverde:
A scalable foundation for modern investment management
Working together with our client, we were able to replace manual, spreadsheet-based processes with an integrated investment management platform that brings greater efficiency, control, and flexibility to Valverde’s operating model. By establishing a more robust framework for order management, portfolio management, risk analytics, and reporting, we helped create the operational discipline needed to support sophisticated investment strategies across ASEAN markets. Importantly, the solution provides the flexibility to adapt to evolving business needs while delivering the scalability required for future fund launches and growth. Together, we were able to transform a manual and fragmented process into a modern, institutional-grade operating environment that positions Valverde for long-term success.