Pemberton Capital Advisors partners Broadridge for portfolio management tech
Pemberton Capital Advisors, a London-headquartered private credit manager, has turned to Broadridge Financial Solutions for a portfolio management upgrade.
Pemberton joins Broadridge’s growing global client list
To achieve this, Pemberton, which is said to manage over $22 billion in assets, has deployed Broadridge’s Sentry Private Credit Portfolio Management solution.
According to a Broadridge statement, the technology boosts workflow efficiency by automating portfolio management, research, hypothetical position analysis, trading and compliance functions “across the entire investment lifecycle”.
The Sentry Private Credit Portfolio Management solution will help Pemberton to “gain greater operational efficiencies and scale its private debt and collateralised loan obligation (CLO) businesses”, the vendor’s statement continues.
Pemberton CFO Anthony McKay adds that the technology “also offers the flexibility necessary to meet our investors’ transparency requirements”.
The move sees Pemberton join the likes of Valverde Investment Partners and First Abu Dhabi Bank in partnering with Broadridge for a digital financial services enhancement in recent months.
