Rachel Puleo

Rachel Puleo

Chief product Officer, Asset Management Solutions Broadridge Financial Solutions

Rachel Puleo is Chief Product Officer for the Asset Management Solutions business at Broadridge, where she leads global product strategy across the firm's asset management technology portfolio. She focuses on how changes in investment markets and technology are reshaping the infrastructure and operating models that support institutional asset managers.

Prior to joining Broadridge, Rachel spent 18 years at BlackRock, where she held a range of leadership roles within the Aladdin business, working at the intersection of investment management, technology and client strategy. Across her career, she has focused on translating complex investment and operational needs into scalable technology solutions for asset managers.

Day 1 | 4th November

12:00 PM Data & Analytics Fireside Chat: Strengthening Portfolio Risk Intelligence: How can you modernise your data infrastructure to improve stress testing, exposure management and risk oversight?

Disconnected legacy systems, fragmented data environments and inconsistent reporting standards continue to limit how effectively firms can assess liquidity risk, portfolio concentrations and cross-market exposures across public and private credit. As portfolios scale and become more interconnected, firms are facing growing pressure to centralise data environments and build more integrated analytics frameworks that can support dynamic stress testing and enterprise-wide portfolio oversight.  

This session will examine how firms are modernising data architecture and analytics capabilities to improve investment visibility and portfolio resilience across credit markets. Panellists will discuss how integrated data ecosystems, interoperable reporting environments and more scalable analytics infrastructure can help firms improve risk allocation, strengthen decision-making and support more efficient portfolio management across the broader credit platform.  

Check out the incredible speaker line-up to see who will be joining Rachel.

Download The Latest Agenda