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Integrated Portfolio Management Integrated Portfolio Management

Services

Integrated Portfolio Management

Our IPM service focuses our Transaction Management, Portfolio Administration and Portfolio Strategy activity around our clients’ business challenges and priorities. 

This allows us to leverage data, streamline processes and deliver superior insights, to achieve our clients’ most important business objectives.

We focus on understanding the context for decision-making, assessing portfolio opportunities, and gauging the short- and long-term portfolio plans that reflect clients’ business goals.

Our unique approach to people, processes, and technology is what makes integrated services work:

  • People: Our service is curated around our clients’ goals and priorities.
  • Process: Our global Portfolio Services Centers (PSCs), ensure consistent and efficient service delivery across all geographies.
  • Technology: We harness the power of data through our enhanced Business Intelligence dashboards and Global Portfolio Administration model.

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INSIGHTS

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