Our Integrated Portfolio Management (IPM) service combines the strength of our Transaction Management, Portfolio Administration and Portfolio Strategy expertise to provide comprehensive portfolio solutions. Our cross-service experts leverage data, streamline processes and deliver superior insights to achieve your most important business objectives.
We focus on understanding our clients’ decision-making priorities, assessing portfolio opportunities, and gauging the short- and long-term portfolio plans that align with your business goals. Our unique approach to people, processes and technology is how we deliver quantifiable results. Highlights include:
- People: Our service is curated around your 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 (BI) dashboards and Global Portfolio Administration (GPA) model.
