The newcomer will use the system to help grow its ASEAN business.
Newcomer Valverde Investment Partners, a Singapore-based investment management firm specializing in ASEAN equities, will be using a portfolio/trade order management operations system from Broadridge Financial Solutions, officials say.
The investment management solution is delivered on a software as a service (SaaS) basis and “provides a multi-asset platform with integrated order, portfolio, and risk management for public and private markets,” according to Broadridge.
The Broadridge technology will support “Valverde’s newest fund launch and strengthen its operational efficiency, risk management, and data insights, enabling the firm to scale for growth,” officials say.
“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,” says John Foo, founder, and chief investment officer of Valverde Investment Partners, in a prepared statement.
“Our approach involves scanning the entire capital structure to identify the most favorable risk/reward trade-offs,” says Hock Meng Tan, chief operating officer (COO) for Valverde. The Broadridge deployment will help the firm “deliver bespoke client solutions at the scale the ASEAN market now demands,” he adds.
Valverde is a partner-owned investment management firm specializing in ASEAN equities, officials say. Valverde serves investors across the six ASEAN markets, supported by in-house trading capabilities. As of August 1, 2024, the firm’s team has nine members with coverage spanning Singapore, Ho Chi Minh, Kuala Lumpur, and Jakarta.
The Association of Southeast Asian Nations (ASEAN) is a trade bloc that is composed of 10 member states: Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Viet Nam.
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