Pemberton Capital Advisors Optimises Portfolio Management with Broadridge Technology

London, Jan. 6, 2025 - Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that Pemberton Capital Advisors LLP, a leading European private credit manager, has adopted Broadridge's Sentry Private Credit Portfolio Management solution. Pemberton selected Broadridge's technology to help it gain greater operational efficiencies and scale its private debt and collateralized loan obligation (CLO) businesses to meet growing demand.

"Broadridge's private credit portfolio management solution infrastructure was selected to enable efficient and effective scaling given Pemberton's growth trajectory and the broader expansion of alternative credit as an asset class. The solution also offers the flexibility necessary to meet our investors' transparency requirements," said Anthony McKay, Chief Financial Officer at Pemberton.

"We chose Sentry because of its ease of use and the functionality that it provides" said Dr. Rob Reynolds Head of CLO Management at Pemberton. "It was straightforward to implement and the service provided by Broadridge has been much appreciated."

"We are thrilled to onboard Pemberton to our Sentry platform to help them further optimise operational efficiency and scale to meet the growing demand for their services," said Mike Sleightholme, Head of Asset Management and President of Broadridge International. "Broadridge's Sentry solution is enabling transformation in the private credit, CLO and loan servicing market through advanced technology that empowers asset managers and alternative funds to streamline and strengthen operations, increase transparency and provide insights that fuel better-informed decisions."

Broadridge's portfolio management solution for private credit and CLO management is purpose-built technology designed to streamline activities, including portfolio management, research, hypothetical position analysis, trading, and compliance across the entire investment lifecycle, optimizing workflow efficiency. Broadridge's portfolio management for CLOs helps firms manage the deal pipeline, trade compliance and loan operations and provides insights that assist managers in making better investment decisions. Both solutions simplify and unify the front, middle, and back offices into a single integrated system.

About Pemberton

Pemberton Capital Advisers (LLP) is a leading European private credit manager, backed by one of Europe's largest insurers - Legal & General. We provide a range of financing solutions for borrowers and investment solutions for institutional investors.

We have a strong combination of asset management and banking expertise. Our skill lies in our ability to originate, select and manage diverse credit exposure through our local, on-the-ground pan-European origination offices.

Pemberton's investor base is global and includes long-term partnerships with insurance companies, corporate and public pension funds, sovereign wealth funds, family offices, private wealth managers and other institutional investors.

For more information about us, please visit https://pembertonam.com/

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients - driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work^®, Broadridge is part of the S&P 500^® Index, employing over 14,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com.

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