Finance Forward withIVP Managed Services
Fee compression. Regulatory changes. Evolving market conditions. And a global pandemic. For asset managers, these and other challenges are accelerating digital transformation. Outsourcing is a critical part of the process, giving firms much more freedom and flexibility to focus on alpha generation. Talk to us about how IVP Managed Services can reduce cost pressures and build operations that are highly efficient and scalable.
We take a unique “digital-first” approach, leveraging advanced technology to automate and systematize critical middle and back office workflows. This sets us apart from “people-first” providers who tackle every new challenge with larger and larger teams. Our cloud-based managed services are modular and customizable, designed to fit the way you prefer to work. And they can easily accommodate new funds, datasets, and workflows.
Digital First
Why Digital First is Different
IVP Managed Services takes a “digital first” approach, leveraging advanced technology to automate back and middle office operations. Instead of allocating more and more FTEs to a project, we streamline the process with customizable solutions and manage all operations in the cloud.
Real-Time Interface
Full transparency with 24/7 audit
anytime access
User-Friendly Platform
Get up and running fast with efficient and effective onboarding
Operation Rigor
A continuous improvement cycle built
on deep domain experience and proven best practices
Robust Technology
Harness the power of artificial
intelligence and machine learning to
ensure efficiency and accuracy
Seamless Intergration
Connect enterprise systems for easier data flow
Customized Reporting & KPIS
IVP dashboards make oversight
and monitoring simple
End-to-End Touchpoints
Buy Side
Hedge Fund Operations, Private
Equity Funds, FOF, Traditional Asset
(Pension Funds, Mutual Funds),
Family Office
Sell Side
Prime Brokers, Bank Debt Processing,
Securities Processing,
OTC Counterparties
Service Providers
Fund Administrators, Custodians
Asset Class Coverage
Equity
CDS/CDX
Futures
Loans
Fixed Income
Swaps
OTC
ABS/MBS
Options
SERVICES
Key Services
Reconciliation as a Service
Powered by IVP Managed Services, this platform becomes “Reconciliation as a Service.” In this streamlined outsourcing engagement, our cross-functional support teams use digital-first technologies to manage reconciliation workflows in the cloud to boost your efficiency.
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.
Middle Office Services
Outsource trade lifecycle management, OTC confirmation and settlement, corporate actions processing, end-of-day P&L calculation, and asset lifecycle management.
Data Management As A Service
To deliver “data management as a service,” the IVP Managed Services team leverages IVP Master Data Management, a comprehensive suite of solutions for managing data on the buy-side. This suite includes IVP Security and Reference Master for data acquisition, IVP Enterprise Data Management for data workflow, IVP Data Warehouse for operational data storage, and IVP Decision Science for analytics.
PARTNERING WITH THE BEST
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
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.
Asset Management
CLO Managers
Credit Managers
Distressed Debt
Family Offices
Fund of Funds
Infrastructure Funds
Insurance Asset Managers
Insurance Funds
Long Biased Funds
Long Short Funds
Pension Fund
Private Debt Managers
Private Equity
Real Estate Funds
Special Situations
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.
