LIVE WEBINAR

The Evolution of Treasury and Cash Management on the Buy Side

Webinar 1 - The New Era of Treasury Operations | Wednesday, November 16th | 11 AM ET

Webinar 2 - Deriving and Driving Treasury Alpha | Wednesday, December 7th | 11 AM ET

Agenda and Registration

IVP for Master Data Management

To compete effectively, asset managers need to optimize how they control their data by continuously acquiring, normalizing, storing, cross-referencing, and stitching it together. And, of course it must be exchanged with outsourcing providers. Such tasks can be daunting for firms using patchwork systems that were not designed to work together.

The Master Data Management Platform (MDM) from Indus Valley Partners provides an elegant, integrated suite of cloud-based solutions that asset managers deploy to organize, categorize, and localize diverse data sets with built-in flexibility, transparency, and governance. All of the platform’s components integrate seamlessly, enabling firms to improve data quality and use it more easily, efficiently, and economically across the enterprise.

Comprehensive and Integrated

IVP MDM is an umbrella solution that lets asset managers acquire, process, monitor, store, and transfer data across the enterprise for deployment in mission-critical applications.

Comprehensive and Integrated
Comprehensive and Integrated

Built-in data governance and lineage

Flexibility for data integration, types and workflows

Full audit trails for transparency

Extensibility to accommodate growth

Security & Reference Master

Data Normalization and Validation

Data Source Prioritization

Data Creation and Modification

Data Governance

Distribution

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

Enterprise Data Management (EDM)

Data Integration

Data Profiling

Cloud-Based Solution

Data Governance

Data Stewardship

Data Lineage

Status Monitoring

Real-Time Data Analytics

Self-Service Data Preparation

Data Distribution

Data Warehouse

Performance Calculation

Ad Hoc Calculation

Custom Calculated Fields

Ad-Hoc Reporting

Bi-temporal Reporting

Report Generation and Distribution

Data Extraction

Data Visualization

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

Platform Benefits

The IVP Master Data Management platform 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 offers a comprehensive cloud-based solution, covering the entire data management ecosystem in a 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 data 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 For Growing Your Firm

IVP’s FinanceForward Thinking

Discover the latest trends, find out how your peers are accelerating their digital transformations, get updates on evolving products, and more.

Blogs

Expert commentary and industry POV in real time

WhitePapers

Thoughtful perspectives on key trends and issues

Case Studies

Advanced solutions benefiting our clients

Webinars

Leveraging Machine Learning & Artificial Intelligence

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Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

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