Collateralized Loan Obligation (CLO) market growth

Is your firm prepared for the future?

The rapidly evolving Collateralized Loan Obligation (CLO) market demands a robust, scalable portfolio and order management platform to ensure long-term success. Key features such as seamless integration across front-, middle-, and back-office operations, efficient portfolio modeling, automation, and real-time compliance are critical for addressing increased investor scrutiny and regulatory requirements. As the industry grows, asset managers need agile tools that optimize workflows, enhance transparency, and provide flexible reporting to meet the complexities of the current and future CLO landscape.

Checklist Key Considerations
Determine if the software can accommodate the growth of the CLO portfolio and handle an increasing number of assets.
Review the effect of a seamlessly interconnected system on performance, streamlining operations and improving risk management.
Understand the impact of potential trades quickly and accurately with robust modeling capabilities and scenario analysis.
Assess the potential benefits of automating repetitive processes and data entry, along with simplifying workflows.
Examine how the system meets investors’ increasing demands for transparency and heightened scrutiny from regulators and rating agencies.
Evaluate flexible reporting requirements.

Transform your business with Broadridge’s Sentry portfolio management for CLOs.

Our purpose-built web platform adjusts easily to client workflows, updates in real-time and scales with you as you grow. We’re happy to share our expertise so you can assess how you can better manage all aspects of private credit and CLO administration.

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?

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

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Want to speak with a sales representative?

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