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Integrated Portfolio Management Integrated Portfolio Management

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Integrated Portfolio Management (IPM)

Look to our Integrated Portfolio Management team to take a holistic approach to creating portfolio solutions for your business.

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.
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  1. 800+ Clients
  2. 400+ Offices
  3. 70+ Countries

Featured services

Global Occupier Services
Our Global Occupier Services team is supported by the latest technology and a global team that is dedicated to maximizing results.
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Asset Services
Managing office, retail or industrial property to reduce costs, mitigate risk, and enhance value—while providing superior tenant service.
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Project & Development Services

Our Project & Development advisors bring a long-term perspective that minimizes risk and drives value throughout design and construction.

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FEATURED STORIES

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Unilever • Consumer Goods
New Unilever North America HQ: Testimony to Brand Strength and Our Cross-Service Platform
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Financial Restructuring and Transformation
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