IVP DECISION SCIENCE

Generate Accurate Insights

Build an efficient portfolio with a comprehensive portfolio analytics solution

REQUEST A DEMO

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

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.

Roadmap to build efficient portfolio

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.