IVP MASTER DATA MANAGEMENT

Maximize Accuracy, Efficiency, and Agility

Unify data management and reduce data spend with a comprehensive, cloud-based solution.

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To compete effectively, asset managers must control vast amounts of internal, external, structured, and unstructured data, as well as calculated data and analytics. Data must be acquired, normalized, stored, cross-referenced, and stitched together continuously. It must be exchanged with outsourcing providers responsible for essential functions. Given these realities, it is increasingly impractical to approach these tasks with patchwork systems that were not designed to work together.

IVP Master Data Management (MDM) provides a complete suite of cloud-based solutions asset managers can deploy to organize, categorize, and localize diverse data sets with built-in flexibility, transparency, and governance. All of its components integrate seamlessly, so firms can improve data quality and use it more easily, efficiently, and economically across the enterprise.

CAPABILITIES

COMPREHENSIVE AND INTEGRATED

IVP MDM includes all of the solutions asset managers need to acquire any mix of data, process it on time, store it in an organized way, move it around the enterprise for mission-critical applications, and keep track of who uses it throughout its life cycle.

  • Built-in data governance and lineage

  • Full audit trails for transparency

  • Flexibility for data types and workflows

  • Extensibility to accommodate growth

Data Acquisition

Create a golden copy for mission-critical data with out-of-the-box solutions

  • IVP Security & Reference Master

  • IVP Entity Master

Data Warehousing

Gain transparency to internal and external data flows with a complete data orchestrator

  • IVP EDM

Consolidate and enrich data from multiple sources with a ready-made operational data store

  • IVP Data Warehouse (Polaris)

Data Analytics

Build custom scorecards and analytical tools for performance attribution

  • IVP Decision Science

INDIVIDUAL PRODUCTS

IVP Security & Reference Master

  • Data Normalization and Validation

  • Data Source Prioritization

  • Data Creation and Modification

  • Data Governance

  • Distribution

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IVP Entity Master

  • Model Counterparty Relationships

  • Model Internal Fund and Blend Structures

  • Clarify PB, Fund Admin, and Custodian Status

  • Track Changes in Relationships

  • Assess Entity Exposures

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IVP EDM

  • Data Integration

  • Data Profiling

  • Data Governance

  • Data Stewardship

  • Data Lineage

  • Status Monitoring

  • Real-Time Data Analytics

  • Self-Service Data Preparation

  • Data Distribution

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IVP Data Warehouse (Polaris)

  • Performance Calculation

  • Ad Hoc Calculation

  • Custom Calculated Fields

  • Ad-Hoc Reporting

  • Bi-temporal Reporting

  • Report Generation and Distribution

  • Data Extraction

  • Data Visualization

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IVP Decision Science

  • Multi-Factor Attribution of Returns

  • Ex-Post and Ex-Ante Attribution

  • Calculation Trees

  • Full Time Series Analytics

  • Scenario and Sensitivity analysis

  • Performance Comparatives and What-if Capability

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COMPETITIVE ADVANTAGES

The IVP Master Data Management suite is used by a wide range of traditional and alternative asset management firms. Organizations choose IVP for master data management because it offers a “best of both worlds” approach to a very complex challenge.

It is a comprehensive solution, covering the entire data management ecosystem in single, powerful platform. Yet it is flexible so you can start with the modules you need today and extend the solution with new capabilities at any time. This helps firms avoid buying applications piecemeal without any guarantee of interoperability — but without the need to acquire all capabilities at once.

Accurate

Reduce the risk of errors and discrepancies in internal and external data flows

Complete

Manage data, track lineage, catalog data, establish governance and automate data distribution

Consistent

Store and manage data in a tightly controlled way that is scalable and extensible over time

Connected

Ensure reliable integration with the financial ecosystem using built-in adapters

Innovative

Spend more time on insights and decision-making with data fully under control

Standardized

Cleanse and process data on time for easier access in multiple downstream applications

Timely

Access data on-demand for virtually any need without requiring IT to get involved

Future Proof

Deploy a flexible, agile, cloud-based solution that can adapt rapidly as markets evolve

RESOURCES