Valverde Investment Partners partners with Broadridge to enhance its technology framework as it seeks to capitalize on the ASEAN market boom.
The newly launched Singapore-based investment firm, Valverde Investment Partners, has chosen Broadridge Financial Solutions (NYSE: BR) to upgrade its technological infrastructure. This strategic move is aimed at taking advantage of the increasing investment interest in Southeast Asian markets.
Valverde Enhances ASEAN Investment Strategies with Broadridge Partnership
The collaboration will see Valverde modernize its portfolio management, trade order processing, and risk management systems. This initiative comes as the firm rolls out a new fund and prepares to scale its operations in response to the growing demand for investment products focused on ASEAN countries.
“ASEAN is gaining recognition as a distinct investment asset class, and having reliable operational technology is crucial for delivering our innovative investment strategies over the long term,” said John Foo, Founder and Chief Investment Officer of Valverde.
Valverde recently introduced its ASEAN+ Fund, structured as a Singapore Variable Capital Company. This fund is designed to achieve long-term absolute returns, primarily through investments in publicly traded equities across Southeast Asia.
Wout Kalis, Head of APAC Asset Management at Broadridge, commented, “We are excited to support Valverde’s portfolio and trade order management operations and to be a part of their growth journey as they focus on the ASEAN investment market.”
Broadridge’s Software-as-a-Service (SaaS) platform offers integrated solutions for order management, portfolio management, and risk analytics, catering to a variety of investment strategies and asset types.
Broadridge Expands Leadership and Partnerships
In line with its growth strategy, Broadridge has recently made significant leadership appointments and forged new partnerships to strengthen its global operations:
Simon Robertshaw has been appointed as Chief Technology Officer for Trading Solutions, based in London. His role will focus on enhancing Broadridge’s front-office trading capabilities across multiple asset classes and regions.
“I am excited to join Broadridge as the new Chief Technology Officer for Trading Solutions,” Robertshaw stated, emphasizing his commitment to advancing the company’s trading technology.
David Runacres has been named President of Asia-Pacific (APAC), with his base in Tokyo. In his role as Senior Country Officer for Japan, Runacres will be pivotal in driving Broadridge’s growth strategy in the region.
“My goal is to solidify our market position and deliver exceptional value to our clients,” Runacres said. “We will build on Broadridge’s strong foundation in APAC as a trusted technology partner, leading the next phase of success and innovation for our clients.”
Broadridge has also incorporated YourStake’s Values Questionnaire into its Wealth Aggregation and Insights platform. This feature allows financial advisors to align client portfolios with personal values, offering tailored, data-driven insights.
Additionally, Broadridge has integrated Transaction Network Services (TNS) connectivity into its global Futures and Options (F&O) SaaS platform. This enhancement aims to streamline market data management and reduce operational risks for clients in the derivatives market.
