Valverde Partners with Broadridge for Enhanced Investment Management
Valverde Investment Partners, a new independent investment management firm in Singapore, is teaming up with Broadridge Financial Solutions, Inc.. This partnership aims to boost Valverde's portfolio management, trade order management, and risk analytics. Such enhancements are crucial for the launch of Valverde's newest fund, improving their operational efficiency and risk management, and providing valuable data insights. This will allow the firm to grow and adapt to market demands.
Why the Partnership Matters
John Foo, the founder of Valverde, has a successful track record with hedge funds and is leading the strategy for the firm's fund launch. According to Foo, the demand for investments in the ASEAN region is growing, making it vital to have proven operational technology. This ensures that Valverde can deliver innovative investment strategies effectively.
Hock Meng Tan, Valverde’s COO, emphasizes that their approach involves analyzing the entire capital structure to find the best risk/reward opportunities. Broadridge's solutions offer the efficiency and scalability needed to provide tailored solutions to meet ASEAN market demands.
Broadridge’s Role in Valverde’s Growth
Wout Kalis, Head of APAC Asset Management at Broadridge, expresses excitement about supporting Valverde's operations. He highlights that Valverde is not just meeting market demand but also setting new standards for investment solutions in Asia with their flagship fund, operational excellence, and local expertise.
The Valverde ASEAN+ Fund
Valverde's new ASEAN+ Fund, structured as a Singapore Variable Capital Company, aims for long-term absolute returns, primarily through investing in publicly traded equities in Southeast Asia. By leveraging local intelligence, Valverde seeks to unlock growth opportunities in the region.
Broadridge's SaaS-based investment management solution offers a multi-asset platform, integrating order, portfolio, and risk management for both public and private markets. This technology is scalable and designed to handle a wide range of investments, from simple to complex, addressing the challenges in today's competitive market for emerging, midsize, and large investment managers across the investment lifecycle.
