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

Middle Office Services

Middle office stressors in buy-side firms are rising as managers strive to cut costs while generating alpha. Indus Valley Partners Middle Office Services help relieve pressure by providing a fully scalable solution that enables asset managers to improve operational efficiency and transparency by outsourcing critical middle office workflows. Leveraging advanced technologies—including AI, ML, and RPA—we enable automation for trade processing, security data, treasury, reconciliation, and regulatory workflows.

Fact Sheet

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Services

Core Middle Office Services

Bring a new level of automation and auditability to traditional middle office functions.
These services are designed to produce specific outcomes, such as making break sheets available before trading.

Reference Data Management

  • Reference Data
  • Price Master
  • Security Master
  • Fund Structure
  • Terms and Conditions Regulatory
    Reference Data

Trade Management

  • Trade Management
    Trade Capture, Booking, Amend/Correct, Allocation, Settlement
  • FX Hedges and Roll
  • Position Transfers

Asset Life Cycle Management

  • Corporate Actions: Elections and Processing
  • Options: Exercise, Assignments and Expiry
  • Swaps: Resets and Settlement
  • Loans: PIK, Paydown, Bank Notices, Interest, Contract Rolls
What’s Possible with Middle Office Service

Security and Price Master Management

OTC Confirmation and Settlement

Asset Life Cycle Management

Trade Processing

EOD P&L Calculation

FX Hedging

Cash Flow Projection

Credit Facilities

Pricing

Advantages for Asset Managers

Full Transparency
Full Transparency
Experienced Specialists
Experienced Specialists
Reduced Regulatory Burden
Reduced Regulatory Burden
Timely Monitoring
Timely Monitoring
Front and Back Office Alignment
Front and Back Office Alignment
Faster Trade Matching
Faster Trade Matching
Resources For Growing Your Firm

IVP’s FinanceForward Thinking

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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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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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