Press Release
Broadridge Investment Management Technology Enhances Carlyle’s Private Credit and CLO Portfolio Management Operations
read more
Close
Additional Broadridge resources:
View our Contact Us page for additional information.
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
A portfolio management solution purpose-built to help CLO managers make better investment decisions supporting the entire investment lifecycle.
Streamline the process from research to origination to administration and reporting.
 |
|
Dynamic Waterfall Each CLO is modeled according to the Indenture, including dynamic cures, haircuts, rating derivations and hurdle rates. |
 |
|
Pre-Trade Compliance Quickly run hypothetical trade scenarios, including single or multiple trades, to determine the impact of each asset against the compliance rules. |
 |
|
CLO Compliance Track and report on daily compliance status, including collateral quality, portfolio limitation and other tests. |
 |
|
Scenario Analysis Run analysis on each CLO to learn how the deal will perform under various scenarios. |
 |
|
Max Investment Amount Quickly determine the maximum amount a CLO can buy of an asset before tripping compliance tests. |
 |
|
Investment Accounting Accounting & transaction processing for all assets, as well as for investor and internal reporting. |
 |
|
Reconciliation Independently track and administer and compare to trustees/admins via auto-reconciliation. |
 |
|
Reporting Multiple standard reports and a custom report writing tool help to automate report creation. |
 |
|
Investment Decision Workflow Create, audit, and track custom workflows, including checklists and documentation requirements. |
 |
|
Portfolio Management Configurable dashboards featuring deal performance, projected cash flows, deal details (O/C, I/C, WARF, etc.) |
