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Carlyle taps Broadridge Sentry to manage deal pipeline & loan operations

By Gloria Methri

December 04, 2023

  • Broadridge
  • Broadridge Financial Solutions
  • Broadridge Investment Management Technology
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Broadridge, Broadridge Financial Solutions, Broadridge Investment Management Technology, Carlyle, FinTech, Portfolio Management, UKBroadridge Financial Solutions has announced that its cloud-based solution, Sentry, has been implemented at global investment firm Carlyle in support of its private credit and collateralized loan obligation (CLO) portfolio management.

The Sentry private credit and CLO portfolio management technology will enable Carlyle to manage its deal pipeline, trade compliance and loan operations more efficiently on a single platform and scale operations as the platform grows.

“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.”

“Working closely with Carlyle, we customized Sentry to specifically suit their portfolio management requirements, which emphasized the need to help manage all aspects of private credit and CLO administration,” said Mike Sleightholme, Broadridge’s president of international and head of asset management solutions. “This implementation really showcases the value of the flexibility and scalability our solution offers and how it helps position firms for growth.”

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.

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