Valverde partners with Broadridge to enhance investment management technology
Valverde Investment Partners, a newly established Singapore-based independent investment management firm, has appointed Broadridge Financial Solutions, Inc. (NYSE:BR) to enhance its portfolio management, trade order management, and risk analytics processes.
This enhancement will support Valverde’s newest fund launch and strengthen its operational efficiency, risk management, and data insights, enabling the firm to scale for growth.
“Demand is rising as ASEAN is increasingly recognized as a standalone investment asset class, and having proven operational technology in place is key to our ability to deliver our innovative investment strategies for years to come,” said John Foo, Founder and CIO of Valverde Investment Partners. “Our approach involves scanning the entire capital structure to identify the most favorable risk/reward trade-offs. Broadridge’s investment management solution provides the operational efficiency, flexibility and scalability we need to deliver bespoke client solutions at the scale the ASEAN market now demands,” adds Hock Meng Tan, Valverde’s Chief Operating Officer.
“We are pleased to power Valverde’s portfolio/trade order management operations and be part of their innovation and growth story as they provide specialty support for the ASEAN investment market,” said Wout Kalis, Head of APAC Asset Management, Broadridge. “With their flagship fund, operational excellence and local expertise, Valverde is not just meeting a market demand but is setting new benchmarks for investment solutions in Asia.”
The recently launched Valverde ASEAN+ Fund, a Singapore Variable Capital Company, represents Valverde’s goal of achieving long-term absolute returns primarily composed of publicly traded equities within Southeast Asian countries, harnessing local intelligence to unlock growth opportunities. Valverde’s founder, John Foo, has successfully launched several hedge funds and has been instrumental in strategizing the fund launch.
Broadridge’s SaaS-based investment management solution provides a multi-asset platform with integrated order, portfolio, and risk management for public and private markets. This scalable technology is designed for a wide range of investments, from simple to complex, developed to meet the real-world challenges in today’s competitive market for emerging, midsize and large managers across the investment lifecycle.