Portfolio Solution

Portfolio Solution is Indus Valley Partners’ cloud-based portfolio management platform. It seamlessly integrates the systems, data and analytics that investment teams need to generate alpha, manage risk and exposures, track performance, enhance investor relations and more.

Portfolio Solution solves several operating challenges with functionality not always found in other platforms. This includes the ability to configure different views for different strategies, keep pace with regulations using a built-in compliance module, generate peer comparison with 13F integration, and perform enhanced analytics.

Key features

Portfolio Solution Key Features

Enhanced Analytics

Generate scorecards with the right measures for different strategies, show attribution for alpha generation, and aggregate data from
multiple sources.

Sophisticated Compliance

Gain transparency into compliance rules, manage exceptions and breaches with complete audit trails, and easily configure custom rules.

Peer Comparison/ Crowdedness Analysis

Pull 13f data for peer comparison and understand what competitors own for sharper strategic decision-making.

Investor Reporting

Generate IR reports and send to investors, and perform fee analysis and other analytics on investor data.

Broad Integration

Seamlessly integrate with other systems/modules for holistic analytics. Source data from treasury platforms for financing impact analysis or feed data to regulatory reporting platforms for filings. The platform integrates with leading admins, PBs, custodians, and brokers.

Advanced Security

Each client has their own unique key and all data is encrypted at rest.

What’s Possible with Portfolio Solution

P&L Analytics

Treasury

Real Time P&L

Performance Analysis

Operations/Data Integrity

Risk Measures

Cloud-hosted Security Master

Get a 3-Dimensional View of Your Portfolio

Get a 3-Dimensional View of Your Portfolio
IVP Explorer

Finding The Right Solutions

IVP’s offering has the breadth found at the largest global, multi-line technology providers combined with the specialized knowledge, innovation, and service found at leading boutiques.

Asset Management
CLO Managers
Credit Managers
Family Offices
Fund of Funds
Infrastructure Funds
Long Biased Funds
Long Short Funds
Private Debt Managers
Private Equity
Real Estate Funds
Special Situations
By The Numbers

3.6 $TN+

AUM managed using
IVP technology

1.5 $TN+

AUM reported through RAPTOR Reg Reporting Platform

400+

Strategy & Bespoke
projects delivered

160

Fund managers using
IVP Solutions

80+

Fund managers using IVP “Digital-First” Managed Services

35%

Global Hedge fund AUM running through IVP products

Portfolio Solution is part of our Master Data Management Suite of Solutions

Together provide a comprehensive framework for managing data on the buy-side.

Data Management As A Service

Data Management As A Service

Data Management as a Service is a streamlined outsourcing engagement. Our cross-functional support teams use digital-first technologies to manage workflows in the cloud to boost efficiency.

Resources For Growing Your Firm

IVP’s FinanceForward Thinking

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Blogs

Expert commentary and industry POV in real time

WhitePapers

Thoughtful perspectives on key trends and issues

Case Studies

Advanced solutions benefiting our clients

Webinars

Leveraging Machine Learning & Artificial Intelligence

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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.

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