Valverde Investment Partners has selected Broadridge to enhance its portfolio management, trade order management, and risk analytics processes.
The newly established Singapore-based independent investment management firm specializing in ASEAN equities will leverage Broadridge on its newest fund launch.
Broadridge will strengthen Valverde’s operational efficiency, risk management, and data insights, enabling the firm to scale for growth.
“ASEAN is increasingly recognized as a standalone investment asset class”
John Foo, Founder and CIO of Valverde Investment Partners, has successfully launched several hedge funds and has been instrumental in strategizing the fund launch. “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.
Hock Meng Tan, Valverde’s Chief Operating Officer, said: “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.”
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Wout Kalis, Head of APAC Asset Management, Broadridge, commented: “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. 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.”
Valverde ASEAN+ Fund for long-term absolute returns
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.
Broadridge’s SaaS-based investment management solution provides a multi-asset platform with integrated order, portfolio, and risk management for public and private markets.
Valverde is committed to delivering optimal execution outcomes for investors across the 6 ASEAN markets, supported by in-house trading capabilities.
