Global investment firm Carlyle has adopted fintech Broadridge Financial Solutions’ cloud-based Sentry technology to support its private credit and collateralized loan obligation portfolio management.
Sentry technology enables Carlyle to more efficiently manage its deal pipeline, trade compliance and loan operations on a single platform, and scale operations as the platform grows.
The technology 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.
“With increased demand in credit products and ongoing growth of our product offerings, we wanted the right technology that would enable us to scale up and achieve a platform approach,” said Jim Keogh, Carlyle’s managing director and head of operations for global credit. “Sentry has smoothly integrated with our technology stack and provides functionality that will improve our capabilities as we grow.”