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Regulatory Reporting

An increasingly strict regulatory environment requires asset managers to manage a complex slate of filings, disclosures and trade reports via an effective regulatory reporting solution. Indus Valley Partners helps meet this challenge without the typical isolated processes that result in fragmented filings data and higher operating costs.

Regulatory Reporting maximizes reporting efficiency by automating regulatory filings worldwide, including Form 13F, Form PF, AIFMD, UCITS, CPO-PQR, OPERA, ILPA and OPERA. It also manages threshold breach disclosures for short selling and transaction reporting, including CAT, daily trade reporting and ESG reporting.

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Fact Sheet

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Key features

Regulatory Reporting Key Features

Comprehensive Coverage

Seven core data sets drive more than 30 global filings with a single, streamlined workflow.

Unified Process

Eliminate redundant data validation and review for filings, disclosures, and investor reporting.

Simplified Experience

Intuitive visualization and custom dashboards allows users to explore how calculations are made and what data is used for any filing or disclosure.

Built-in Efficiency

Scalable processes and streamlined data aggregation enable rapid expansion into multiple reporting categories.

Data Accuracy

Ensure accuracy through data validations, outlier threshold checks, and multi-level reporting.

Crowdsourced Insights

Leverage reporting methodologies developed with IVP clients to align with your peers.

Adapt to Brexit

Ease the transition to post-Brexit reporting with universal datasets that can generate regulatory filings across jurisdictions.

What’s Possible with Regulatory Reporting

Ingestion of Standard Counterparty Extracts

Data Identification, Sourcing, and Enrichment

Data Integration, Reassignment, and Error Tracking

Periodic Filings (Form PF, AIFMD, CPO PQR, 13F, UCITS, ADV)

Trade Monitoring and Analysis (EMIR, MiFID II, SFTR, CAT)

Disclosures Reporting (TR-1, Takeover, SSR)

Regulatory Managed Services

Solutions

Delivering Value Across The Enterprise

Enterprise Data Management

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Security & Reference Master

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Data Warehouse

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Portfolio Solution

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Decision Science

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Order Management System

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Encompassing the Regulatory Ecosystem

Regulatory Reporting addresses the full range of mandatory regulatory and compliance reporting requirements globally.

Encompassing the Regulatory Ecosystem

A Comprehensive Framework for Managing Data on the Buy-Side.

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

Regulatory Reporting As A Service

Regulatory Reporting As A Service

Regulatory Reporting as a Service is a streamlined outsourcing engagement. Our cross-functional support teams use digital-first technologies to manage your firm’s filings, disclosures, and trade reporting in the cloud.

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.

Case Study

$35B private equity fund transforms data management and reporting

Case Study

$50B Fund-of-Funds Transforms Reporting

Case Study

$7B European pension fund streamlines reporting and portfolio monitoring

How outsourcing and data consolidation can optimize reporting efficiency

Institutionalizing Efficiency for Multi-Jurisdictional Regulatory Compliance

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Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

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