Portfolio Solution
Portfolio Solution is Indus Valley Partners’ cloud-based portfolio management platform. It seamlessly integrates the systems, data and analytics that investment teams need to generate alpha, manage risk and exposures, track performance, enhance investor relations and more.
Portfolio Solution solves several operating challenges with functionality not always found in other platforms. This includes the ability to configure different views for different strategies, keep pace with regulations using a built-in compliance module, generate peer comparison with 13F integration, and perform enhanced analytics.
Key features
Portfolio Solution Key Features
Enhanced Analytics
Generate scorecards with the right measures for different strategies, show attribution for alpha generation, and aggregate data from
multiple sources.
Sophisticated Compliance
Gain transparency into compliance rules, manage exceptions and breaches with complete audit trails, and easily configure custom rules.
Peer Comparison/ Crowdedness Analysis
Pull 13f data for peer comparison and understand what competitors own for sharper strategic decision-making.
Investor Reporting
Generate IR reports and send to investors, and perform fee analysis and other analytics on investor data.
Broad Integration
Seamlessly integrate with other systems/modules for holistic analytics. Source data from treasury platforms for financing impact analysis or feed data to regulatory reporting platforms for filings. The platform integrates with leading admins, PBs, custodians, and brokers.
Advanced Security
Each client has their own unique key and all data is encrypted at rest.
What’s Possible with Portfolio Solution
P&L Analytics
Treasury
Real Time P&L
Performance Analysis
Operations/Data Integrity
Risk Measures
Cloud-hosted Security Master
Get a 3-Dimensional View of Your Portfolio
IVP Explorer
Finding The Right Solutions
IVP’s offering has the breadth found at the largest global, multi-line technology providers combined with the specialized knowledge, innovation, and service found at leading boutiques.
By The Numbers
4.2tn+
AUM managed using IVP technology
1.6tn+
RAUM reported through IVP Regulatory
Reporting Platform
500+
Strategy & Bespoke Projects delivered
180+
Fund managers using IVP Solutions
100+
Fund Managers using IVP “Digital First” Managed Services
35%
Global hedge fund AUM running through IVP products
Portfolio Solution is part of our Master Data Management Suite of Solutions
Together provide a comprehensive framework for managing data on the buy-side.
Data Management As A Service
Outsourcing middle-office functions to specialists provides the technology, scalability, and expertise needed to enhance efficiency and resolve issues faster.
IVP Middle Office Services include treasury and collateral management, OTC settlements, trade matching, and portfolio finance. In the face of rising costs, stricter regulations, and growing investor demands, a stable middle office is key to compliance and performance. Outsource trade lifecycle management, settlements, corporate actions, P&L calculation, and asset lifecycle management for seamless operations, faster loan structuring, and reduced operational bottlenecks. AI-driven security creation automates credit service agreement processing, streamlines complex loan setups, and reduces manual errors.
Resources For Growing Your Firm
Real-World Success Stories
See how IVP Consulting partners with leading buy-side firms to unlock innovation and achieve lasting success.
