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Decision Science

o satisfy investors, asset managers must justify strategies—both with specific investment decisions and portfolio performance. Indus Valley Partners can help satisfy PnL finance inquiries quickly while telling a cohesive story. With increasing demand for transparency, profit and loss attribution analysis offers a detailed breakdown of how and why a portfolio achieved its results. By leveraging these insights, asset managers can provide a comprehensive view of their strategies, ensuring that stakeholders are well-informed.
IVP Decision Science is a portfolio analytics platform, one of several within IVP’s asset management software solutions suite, that enables asset managers to quantify, analyze, and track portfolio theses and generate insights into profit and loss attribution, investment risk, and portfolio performance across strategies, analysts, and sectors. The end result is a custom front-office narrative backed by portfolio insights and detailed performance attribution. By understanding and communicating the intricacies of PnL attribution, asset managers can pinpoint the exact drivers of their portfolio’s performance.

Key features

Decision Science Key Features

Perfomance Attribution

Extensive capabilities include multi-factor attribution of returns, security analysis, ex-post and ex-ante attribution, and calculation trees, with in-depth reporting on P&L attribution.

Accurate Insights

Organize and visualize the data required to generate impactful insights into profit and loss attribution analysis, 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.

What’s Possible with Decision Science

Multi-Factor Performance Attribution

Strategy-Specific Scorecards

Drill Through Ex-Post Risk Analytics

Investment Thesis Tracking

Asset-Specific Views and Analytics

What-If Portfolio Analysis

Signal/Trend Generation

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 through the use of comprehensive P&L attribution analysis.

Roadmap to Efficient Portfolios
By The Numbers

4.2 $TN+

AUM managed using
IVP technology

1.6 $TN+

AUM reported through Regulatory Reporting Platform

500+

Strategy & Bespoke
projects delivered

160+

Fund managers using
IVP Solutions

95+

Fund managers using IVP “Digital-First” Managed Services

35%

Global Hedge fund AUM running through IVP products

Customer Use Cases

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

Delivering Specialized Solutions Across Industry

Enterprise Data Management

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Security and Reference Master

A reference data management solution with a highly configurable core and intuitive data modeling that combine to create an accurate reference master more efficiently.

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Data Warehouse

Our cloud data warehouse solution makes it easy to collate, cleanse, enrich, and manage enterprise data from internal systems, fund admins, brokers, and third-party systems for performance reporting, analytics, and more.

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Portfolio Solution

Our next-generation, AWS-hosted portfolio management platform provides a wide array of key modules and helps funds coach investment teams on blind spots with intelligent insights.

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Reconciliation as a Service

Reconciliation as a Service

Powered by IVP Managed Services, this platform becomes “Reconciliation as a Service.” In this streamlined outsourcing engagement, our cross-functional support teams use digital-first technologies to manage reconciliation workflows in the cloud to boost your efficiency.

Resources For Growing Your Firm

IVP’s FinanceForward Thinking

Discover the latest trends, find out how your peers are accelerating their digital transformations, get updates on evolving products, and more.

Blogs

Expert commentary and industry POV in real time

WhitePapers

Thoughtful perspectives on key trends and issues

Case Studies

Advanced solutions benefiting our clients

Webinar

MASTERING SECURITY AND REFERENCE DATASETS

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Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.