605 Third Avenue
41st Floor
New York, NY 10158
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Jonathan Shapiro
VP, Head of North America Sales-Alternatives
jonathan.shapiro@broadridge.com
(646) 540-0050
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Bill Elbery
Senior Director
bill.elbery@broadridge.com
(203) 616-3020
Broadridge, a global Fintech leader with $5 billion in revenue, provides technology, operations, and data analytics solutions to the financial services industry. For Asset Managers, we help drive business transformation with solutions for optimizing efficiency, accelerating product innovation, understanding and increasing market share, maximizing data accuracy and visibility, and navigating risk.
With increasing capital allocation in private debt and CLOs, the need for portfolio management, operational automation and risk mitigation inevitably follows. Broadridge supports CLO and private debt managers with our integrated, front-to-back investment management solutions:
- Enhance and simplify CLO portfolio management, from analysis to execution to administration
- Analyze hypothetical trade scenarios
- Pre- and post-trade compliance engine
- Manage analysis, execution and administration
- Track full waterfall projection and modeling
- Calculate the maximum trading capacity
- Aggregate data across strategies, portfolios and assets
- Bring transparency and automation to the CLO management process
- Make better decisions supporting the entire investment lifecycle
