To satisfy investors, asset managers face a constant demand to justify strategies in terms of specific investment decisions and portfolio performance. It is difficult to respond to these inquiries quickly while telling a cohesive story illustrated with portfolio insights.
IVP Decision Science helps asset managers quantify, analyze, and track portfolio theses and generate insights into P&L attribution, investment risk, and portfolio performance across key strategies, analysts, and sectors. It redefines performance attribution, enabling asset managers to build custom front office narratives with portfolio insights available instantly along with multi-factor attribution of returns, security analysis, ex-post and ex-ante attribution, and calculation trees.
CAPABILITIES
Multi-factor Performance Attribution
Drill Through Ex-Post Risk Analytics
Asset-specific Views and Analytics
Signal/Trend Generation
Strategy-specific Scorecards
Investment Thesis Tracking
What-if Portfolio Analysis
100
pre-configured calculations for
more efficient analysis
65
greater efficiency for scenario analysis
and building custom views
KEY FEATURES
ACCURATE INSIGHTS
Organize and visualize the data required to generate impactful insights into P&L attribution, investment risk, and portfolio performance.
SENTIMENT ANALYSIS
Remove noise from vast amounts of social information to identify and analyze sentiment with precision.
REAL-TIME ALERTS
Set up custom alerts and notifications to improve awareness of specific events occurring across multiple portfolios.
ACTIVE REPORTING
Generate insights for front office teams with active portfolio reporting, including slice-and-dice reports, ad hoc analysis, and on-the-fly reporting.
ROADMAP TO EFFICIENT PORTFOLIOS
IVP Decision Science helps asset managers complete all the steps required to build efficient portfolios and communicate front office narratives effectively.
END-TO-END TOUCHPOINTS
PM/PRINCIPAL
Generate real-time insights and advanced portfolio analytics
INVESTOR RELATIONS
Create and distribute intelligent reports
RISK TEAM
Set up real-time portfolio alerts and notifications
PORTFOLIO ANALYTICS AS A SERVICE
With IVP Managed Services, IVP Decision Science becomes “portfolio analytics as a service.”
Empowered by digital-first technologies, our cross-functional support teams manage portfolio performance analysis, performance attribution, and portfolio reporting in the cloud with “audit anytime” transparency so you can check every step in the process. Well-defined SLAs and KPIs help control operating risks. And activity-based pricing lets you take a modular approach.