IVP excels at three broad categories of outsourcing that are vital for improving buy-side efficiency.
Data Validation & Operations
Our Data Management Services includes a broad array of services for managing all of the datasets that asset managers need to operate and grow revenues.
Reconciliation Services
Outsourcing reconciliation allows asset managers to ensure high quality results without sacrificing control, as well as easily handle large swings in volume at month-end.
Reporting & Analytics
Month-end accounting involves expert coordination between brokers and fund administrators, end-to-end coordination & break resolution, and timely identification and processing of all adjustments.
The IVP “edge” = Outsource with Control
Traditional Middle Office Outsourcing provider
- “Trust us” – we are experts and we do this for all our clients!!
- Opaque / Minimal visibility into underlying process
- ZERO incentive to improve efficiencies as it impacts revenues
IVP Managed Services Difference
- “Trust and verify” – Complete transparency provided via the IVP platform
- SLA and KPI driven performance metrics
- Non-FTE based pricing. Pricing based on outcomes and SLAs
- On and Offshore headcount across time zones to provide wide window of coverage
- Clients being supported in Asia, Europe and Americas
- Clients can select core support window of 8 hrs depending on type of service
Metrics
120 +
clients managed by 45+ member team
across Salt Lake City and Noida
$2.5 Tn+
in AuM managed by the group
28,000 +
jobs processed and monitored
125 +
asset classes supported
4500+ recs
35+ unique counterparties
130+ counterparty relationships
80+ filings
10 jurisdictions
