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.
Portfolio Solution Key Features
Generate scorecards with the right measures for different strategies, show attribution for alpha generation, and aggregate data from
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.
Generate IR reports and send to investors, and perform fee analysis and other analytics on investor data.
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.
Each client has their own unique key and all data is encrypted at rest.
What’s Possible with Portfolio Solution
Real Time P&L
Cloud-hosted Security Master
Get a 3-Dimensional View of Your Portfolio
This is a placeholder text. IVP Security and Reference Master provides a robust data model, pre-built connectors, vendor arbitration capabilities.
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
AUM managed using
AUM reported through RAPTOR Reg Reporting Platform
Strategy & Bespoke
Fund managers using
Fund managers using IVP “Digital-First” Managed Services
Global Hedge fund AUM running through IVP products
Data Management As A Service
Data Management as a Service is a streamlined outsourcing engagement. Our cross-functional support teams use digital-first technologies to manage SRM workflows in the cloud to boost your efficiency.
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