Pacific Expands IPX Tool to Empower Advisers and DFMs

In an era where the investment landscape is becoming increasingly complex, the demand for streamlined, data-driven solutions has never been more pressing, as advisers and discretionary fund managers (DFMs) grapple with operational challenges while striving to deliver tailored strategies for their clients. Pacific Asset Management has stepped into this space with a bold move, expanding access to its proprietary data infrastructure tool, IPX by Pacific. Originally developed as an in-house solution for managing model portfolio services, this technology is now available to a broader audience, addressing the growing need for co-manufactured investment solutions. By opening up IPX, Pacific aims to empower professionals with institutional-grade capabilities, allowing them to execute unique investment ideas while maintaining control over their intellectual property. This strategic expansion signals a shift in how technology can bridge the gap between operational efficiency and strategic innovation, setting a new standard for the industry.

Revolutionizing Investment Operations with IPX

The core strength of IPX lies in its ability to simplify the intricate processes that often burden investment professionals, offering a scalable solution that handles everything from daily pricing to risk management. With over $2.5 billion already managed through this infrastructure, the tool has proven its capacity to deliver results at an institutional level. As highlighted by Pacific’s CEO, Matthew Lamb, IPX was designed from scratch, free from the constraints of legacy systems, enabling advisers and DFMs to focus on strategy rather than operational minutiae. The platform automates critical tasks such as performance attribution and the production of branded factsheets, with thousands expected to be generated annually. Additionally, through AdviserLab, a dedicated web portal, firms gain a centralized hub to oversee their investment propositions, ensuring compliance with consumer duty regulations. This combination of efficiency and oversight positions IPX as a transformative force, catering to the nuanced needs of modern investment management while fostering transparency and trust.

Adapting to Industry Trends Through Strategic Partnerships

Beyond operational support, IPX reflects a broader industry movement toward customization and data transparency, with its dual-purpose functionality appealing to both advisers seeking co-manufacturing solutions and larger asset managers interested in licensing the technology. This adaptability underscores Pacific’s forward-thinking approach, as the managed portfolio services market continues to grow, evidenced by billions in sales over recent periods. Rather than pursuing mass-market distribution, Pacific has opted for a selective strategy, planning to partner with just one or two firms each year to ensure cultural alignment and long-term collaboration. This cautious yet deliberate expansion, guided by leaders like Simon Lowans and Ross Wright, ensures that IPX becomes a trusted partner in navigating the evolving demands of investment services. By prioritizing strategic relationships over volume, Pacific cements its role as an innovator, delivering personalized, cutting-edge tools that meet the realignment needs of the sector with precision and foresight.

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