LIVE WEBINAR

The Evolution of Treasury and Cash Management on the Buy Side

Webinar 1 - The New Era of Treasury Operations | Wednesday, November 16th | 11 AM ET

Webinar 2 - Deriving and Driving Treasury Alpha | Wednesday, December 7th | 11 AM ET

Agenda and Registration

Finance Forward with
IVP Managed Services

Fee compression. Regulatory changes. Evolving market conditions. And a global pandemic. For asset managers, these and other challenges are accelerating digital transformation. Outsourcing is a critical part of the process, giving firms much more freedom and flexibility to focus on alpha generation. Talk to us about how IVP Managed Services can reduce cost pressures and build operations that are highly efficient and scalable.

We take a unique “digital-first” approach, leveraging advanced technology to automate and systematize critical middle and back office workflows. This sets us apart from “people-first” providers who tackle every new challenge with larger and larger teams. Our cloud-based managed services are modular and customizable, designed to fit the way you prefer to work. And they can easily accommodate new funds, datasets, and workflows.

Digital First

Why Digital First is Different

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.

Real-Time Interface

Full transparency with 24/7 audit
anytime access

User-Friendly Platform

Get up and running fast with efficient and effective onboarding

Operation Rigor

A continuous improvement cycle built
on deep domain experience and proven best practices

Robust Technology

Harness the power of artificial
intelligence and machine learning to
ensure efficiency and accuracy

Seamless Intergration

Connect enterprise systems for easier data flow

Customized Reporting & KPIS

IVP dashboards make oversight
and monitoring simple

End-to-End Touchpoints

Buy Side

Hedge Fund Operations, Private
Equity Funds, FOF, Traditional Asset
(Pension Funds, Mutual Funds),
Family Office

Sell Side

Prime Brokers, Bank Debt Processing,
Securities Processing,
OTC Counterparties

Service Providers

Fund Administrators, Custodians

Asset Class Coverage

Equity

CDS/CDX

Futures

Loans

Fixed Income

Swaps

OTC

ABS/MBS

Options

SERVICES

Key Services

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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Regulatory Reporting as a Service

Regulatory Reporting as a Service is a streamlined outsourcing engagement. Our cross-functional support teams use digital-first technologies to manage your firm’s filings, disclosures, and trade reporting in the cloud.

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Middle Office Services

Outsource trade lifecycle management, OTC confirmation and settlement, corporate actions processing, end-of-day P&L calculation, and asset lifecycle management.

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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.

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We Partner With The Best
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

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
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

Finance Forward with IVP Managed Services

Improve Control And Reduce Cost With A Digital First Approach

View Brochure

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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