FULLY AUTOMATED SOLUTION EMPOWERS GROWTH Following the implementation of Sentry PM, the client continued to experience tremendous growth in multiple areas of their business. In just two years, the firm: • Grew targeted AUM from $7 billion to $9.25 billion • Increased from 17 to 25 SMAs • Issued six new CLOs • Added product coverage for CLO debt, FX, derivatives • Expanded into the APAC region Years after implementation, Sentry PM continues to deliver results. This automated platform gives them the capacity to handle additional volume with a deeper breadth of functionality. The firm’s leaders considered Broadridge’s Sentry PM a strategic partner: the increased efficiency, scale, and trans- parency it provides are integral to grow its operations. A TRANSPARENT FRONT-OFFICE VIEW Se

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