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 without cloud based solutions 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.
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CAPABILITIES
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IVP Security &
Reference Master -
IVP Entity
Master -
IVP Enterprise
Data Manager -
IVP Data Warehouse
(Polaris) -
IVP Decision
Science
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.
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Built-in data governance and lineage
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Full audit trails for transparency
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Flexibility for data types and workflows
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Extensibility to accommodate growth
Data Acquisition
Create a golden copy for mission-critical data with out-of-the-box solutions
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IVP Security & Reference Master
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IVP Entity Master
Data Warehousing
Gain transparency to internal and external data flows with a complete cloud-based solution
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IVP EDM
Consolidate and enrich data from multiple sources with a ready-made operational data store
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IVP Data Warehouse (Polaris)
Data Analytics
Build custom scorecards and analytical tools for performance attribution
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IVP Decision Science
INDIVIDUAL PRODUCTS
IVP Security & Reference Master
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Data Normalization and Validation
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Data Source Prioritization
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Data Creation and Modification
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Data Governance
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Distribution
IVP Entity Master
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Model Counterparty Relationships
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Model Internal Fund and Blend Structures
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Clarify PB, Fund Admin, and Custodian Status
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Track Changes in Relationships
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Assess Entity Exposures
IVP EDM
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Data Integration
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Data Profiling
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Cloud-Based Solution
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Data Governance
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Data Stewardship
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Data Lineage
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Status Monitoring
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Real-Time Data Analytics
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Self-Service Data Preparation
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Data Distribution
IVP Data Warehouse (Polaris)
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Performance Calculation
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Ad Hoc Calculation
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Custom Calculated Fields
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Ad-Hoc Reporting
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Bi-temporal Reporting
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Report Generation and Distribution
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Data Extraction
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Data Visualization
IVP Decision Science
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Multi-Factor Attribution of Returns
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Ex-Post and Ex-Ante Attribution
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Calculation Trees
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Full Time Series Analytics
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Scenario and Sensitivity analysis
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Performance Comparatives and What-if Capability
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 cloud-based 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
Case Study
2020
IVP’s Master Data Management Solution
Latest Blog
June 18, 2021
Addressing Complexities of Data Management in the Private Credit Ecosystem
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May 20, 2021
Master Data Management for the Buy-Side Digital Transformation
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January 29, 2021
Integration with Alternative Data Providers in Healthcare
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December 8, 2020