“Digital First” Improves Control
Generate operational alpha with “digital first” managed services that use advanced technology to
automate and systematize critical workflows
To compete in an era of rising fee pressures, asset managers need to become more operationally efficient. This is a constant challenge, because managing essential daily work is always a higher priority than incremental process improvements. Middle office outsourcing offers a potential solution, but most providers rely on a “people-first” paradigm that is expensive and difficult to scale.
IVP Managed Services takes a “digital first” approach, leveraging advanced technology to automate back and middle office operations. Instead of allocating more and more FTEs to a project, we streamline the process with customizable solutions and manage all operations in the cloud. Clients can check our work at any time with total transparency, and we can easily scale to accommodate new funds, datasets, entities, or workflows.
Makes the latest data available at any time
Allows efficient and effective onboarding
Deep industry experience plus proven best practices
AI and ML ensure efficiency and accuracy
Connect enterprise systems for easier data flow
Dashboards make oversight and monitoring simple
Asset managers should evaluate the pros and cons of each middle office provider in order to gain maximum efficiency
Understand how implementing Reconciliation-as-a-Service can benefit your business
With the advent of digital-first service providers and advancements in automation and technology, managers can now take a blended approach, striking just the right balance between in-house and outsourcing
A recent IVP survey of leading alternative funds concludes that 23% of managers claimed that they would be shifting their staff to a permanent work-from-home model in the post-pandemic world
Over the past few years, we have seen the middle-office landscape shift drastically as it responded to the evolution of best practices, improved institutional due diligence requirements and expansion of alternative products and strategies.
Digital-first outsourcing combine advanced technology and systematic controls to revolutionize the managed services paradigm and help asset managers drive growth.
COVID-19 will only continue the trend toward harnessing the managed services offerings of specialized vendors to boost operational continuity.