The Evolution of Treasury Operations for the Buy Side

By March 14, 2018 No Comments

Webinar Wrap up: Building Blocks, Key Operating Challenges and IVP Treasury Differentiators

Today, buy-side firms are taking a very proactive approach to treasury operations and management. The introduction of automation and need for greater operational control has caused a 180-degree shift in how funds manage their treasury operations. Active treasury management is the future of buy-side financing in an era of shrinking prime broker balance sheets, multiple counterparties and increasing regulation.

As a leading provider of a buy-side institutional treasury platform, IVP has been entrenched in this ever-evolving landscape of the treasury function and has identified the need to illustrate an executable roadmap designed for an overall 360-degree view of treasury. Through a four-part webinar series in February, IVP provided managers with an executable roadmap for treasury operational success. Detailing specifically how managers can harness technology and automation to help track, control, optimize cash, financing and counterparty management, as well as cost of carry analytics, IVP equipped managers with the tools needed to face any treasury challenge in the year ahead.

Full presentations of each webinar by request: A few key findings from the first webinar in the treasury series include:

The New Era of Treasury Operations in the Buy Side

Within part one and two of this webinar series, the experts at IVP dive into treasury building blocks, key operating challenges that coincide with verticals of the treasury function in the buy side, forecasting and scenario modeling as a new essential for CFOs and COOs, as well as collateral and liquidity management.

Also, funds are helping PBs improve B/S efficiency and ROA in return for better financing terms and more secured credit lines. The evolution has also created a number of concerns on the treasury front that include control around settlement risk and the ever-increasing global regulatory drivers such as EMIR, Dodd Frank and Volcker. These concerns are mitigated through the use of straight-through automation to auto-populate relevant treasury sections in Form-PF, AIFMD, CPO, TIC and other major global regulatory filings.

IVP Treasury

In order to assist the buy side with a more functional tool to tract, control and optimize their cash, the experts at Indus Valley Partners continuously adapt to change and seek new ways to revamp its product suite. The IVP Treasury solution now has additional capital modeling and cash projection capabilities while providing the ability to manage cash intraday with real-time SWIFT integration. The IVP Treasury solution sets itself apart from other solutions currently on the market with several differentiators that make for a seamless ease of use across all functions, including: ecosystem connectivity, centralized reference data manager, estimation & optimization, forecasting & scenario, in addition to managed services leverage and control.

To learn more about the IVP Treasury solution, visit IVP TRESASURY or contact for more information.

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