Valverde Investment Partners, a newly formed independent investment management firm based in Singapore, has appointed Broadridge Financial Solutions, Inc. (NYSE:BR) to enhance its portfolio management, trade order management and risk analysis processes.
The enhancements will support the launch of Valverde's newest fund and provide greater operational efficiency, risk management and data analytics to enable the company to scale for its growth.
“With demand growing as ASEAN is increasingly recognised as a standalone investment asset class, deploying proven operational technology is key to our ability to execute innovative investment strategies for years to come,” said John Foo, founder and CIO of Valverde Investment Partners. “Our approach scans the entire capital structure to identify the most favourable risk/return trade-off. Broadridge's investment management solutions provide the operational efficiency, flexibility and scalability we need to deliver tailored client solutions at the scale the ASEAN market now demands,” added Hock Meng Tan, chief operating officer at Valverde.
“We are pleased to be part of Valverde's innovation and growth story by supporting their portfolio and trade order management operations and providing specialized support to the ASEAN investment market,” said Wout Kalis, head of Asia Pacific asset management at Broadridge. “With its flagship funds, operational excellence and local expertise, Valverde is not only meeting market demand but is setting a new benchmark for investment solutions in Asia.”
The recently launched Valverde ASEAN+ fund, a Singapore-based variable capital vehicle, represents Valverde's goal of achieving long-term absolute return and leveraging local intelligence to exploit growth opportunities, comprised of stocks listed primarily in Southeast Asian countries.Valverde's founder, John Foo, has successfully launched several hedge funds and has played a key role in formulating the fund's launch strategy.
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 to serve a wide range of investments, from simple to complex, and is developed to address the real-world challenges of today's competitive marketplace facing emerging, mid-market and large managers across the entire investment lifecycle.
