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.
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.
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.
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.
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.
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.
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