Valverde Investment Partners, a newly established independent investment management firm based in Singapore, has announced a collaboration with Broadridge Financial Solutions to enhance its investment management technology.
This partnership aims to improve Valverde’s portfolio management, trade order management, and risk analytics processes, supporting the firm’s latest fund launch and bolstering its operational efficiency, risk management, and data insights to facilitate growth.
Valverde Investment Partners founder and chief investment officer John Foo said: “Demand is rising as ASEAN is increasingly recognised 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.”
The newly launched Valverde ASEAN+ Fund, a Singapore Variable Capital Company, embodies Valverde’s objective to achieve long-term absolute returns through investments primarily in publicly traded equities within Southeast Asia.
This fund leverages local intelligence to identify growth opportunities. John Foo, Valverde’s founder, has been pivotal in the successful launch of several hedge funds and in strategising this new fund.
Broadridge’s software-as-a-service (SaaS)-based investment management solution offers a multi-asset platform integrating order, portfolio, and risk management for both public and private markets. The technology is scalable and designed to accommodate a range of investments, addressing the real-world challenges faced by emerging, midsize, and large managers throughout the investment lifecycle.
Broadridge APAC asset management head Wout Kalis said: “We are pleased to power Valverde’s portfolio and 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.”
