Maximize the value of enterprise data with a flexible, efficient, and
Data warehousing is vital for asset managers because it paves the way for analytics, reporting, predictive insights, strategic decision-making, and more.
It can also be extremely complicated because funds must combine a wider range of data sets, including internal and external sources, time-sensitive data, and both structured and unstructured data.
IVP Data Warehouse (Polaris) makes it easy for asset managers to collate, cleanse, enrich, and manage enterprise data from internal systems, fund administrators, brokers, counterparties, and third-party systems.
As our flagship data warehouse solution, it is designed to rapidly support emerging data analysis and reporting requirements.
Enhanced Ex-Post Analytics
Ad Hoc Performance
Custom Calculated Fields
Report Generation & Distribution
Dashboarding & Data Visualization
Easy Data Extraction
Out of the Box support for a wide spectrum of strategies through a multitude of ad-hoc dashboards. Maintains a high standard of quality control using strategy aware pre-built libraries for Long-Short, Multi-Strat, Macro and Credit, Distressed Debt, CLO with great flexibility.
Choose from tools like ad-hoc dashboarding using Power BI, generate end of day PDF reports, multifunctional grid-based reports and excel reports with the add-in to leverage P&L, exposure, performance, risk, compliance, investor relations, and more.
Together, the enterprise search and chatbot functions simplify the experience, allowing users to use natural language for navigating enterprise-wide data sets. Search in simple language for IRRs and compliance queries, or allow the engine to prompt you with predictive suggestions.
Automatically project future accruals without maintaining multiple spreadsheets. Process and curate cash flows at the security level along with probability-based modeling. Track cash flow projections across various dates. Our solution supports dynamic IRRs, modified Dietz as well as multi duration time-weighted returns.
Avoid the tedious task of creating investor reports manually, including follow-up for approvals. Our solution automates report generation with built-in support for multi-level section review and approval. Simply define report structures with commentary and map data sources to each section.
Manage complexity with enhanced capabilities such as cash ladders analytics at the legal entity hierarchy level, ex-post and ex-ante analytics with batting averages, Sortino, Sharpe, Sentiment Analysis, active alerting, spread sensitivity attribution analytics across the duration, term structure, coupon, and ratings, as well as effective yield, yield to worse, annualized yield analytic and more.
COMPREHENSIVE, INTUITIVE SOLUTION
Instill higher confidence in enterprise data
Streamline investor relations
Minimize manual steps in report generation