Silverview Credit Partners boosts portfolio management with Broadridge solution
Silverview Credit Partners, the US investment firm which focuses on the lower middle market, has adopted Broadridge Financial Solutions’ technology to streamline its portfolio management activities.
Broadridge said that its Sentry Portfolio Management solution will enable Silverview to achieve greater operational efficiencies and increase transparency in its portfolio management activities for its direct lending business.
“Through the partnership with Broadridge and their innovative Sentry cloud-based solution, we are able to customize, automate and streamline our portfolio management, reporting and loan administration process to scale and support the ongoing growth of our business,” said Garrett Yuan, managing director, chief operating officer and chief compliance officer at Silverview Credit Partners. “This enhancement is helping us meet the growing reporting demands of our investment team, borrowers and investors, and has had a valuable impact on our day-to-day operations.”
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Broadridge’s Sentry technology supports private debt investment and portfolio management processes, enabling firms to improve investment decision workflows and deal performance. It supports firms’ compliance, operations, research and pipeline management through analysis of hypothetical trade scenarios, dynamic waterfall projections, loan administration and data aggregation across strategies, portfolios and assets.
“There is a surge in interest in direct lending, and especially among private credit firms, it has caused a more urgent focus on modernizing legacy investment management systems so organizations can efficiently scale,” said Mike Sleightholme, president of Broadridge International and head of asset management solutions.
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“Broadridge is thrilled that Silverview Credit Partners has chosen Sentry to build the infrastructure to help them scale their business for front, middle and back-office functionality, and gain greater visibility into the investment management lifecycle.”
Silverview Credit Partners was founded in 2015 by former senior team members of the UBS Legacy Investment Bank. It focuses on serving the lower middle market and specialises in loans ranging between $10m (£7.86m) and $30m.
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