The investment advisory firm will use RiskFirst’s web-based platform to help inform strategic asset allocation decisions and implement dynamic de-risking strategies
Slocum has adopted RiskFirst’s real-time analytics and reporting platform, PFaroe. The investment advisory firm – which serves more than 125 institutional clients with total invested client assets of approximately $120 billion – will use PFaroe to help inform strategic asset allocation decisions and implement dynamic de-risking strategies.
Nicole Delahanty, Principal at Slocum, comments:
“We will always strive to be a firm that takes a big picture or qualitative view of the market when setting long-term asset allocation strategy for our retirement plan clients. But a dynamic pension landscape also calls for the ability to view pension risk on a frequent basis – we need to stress-test our views and ensure that they meet the needs of our clients from a funded status, cash and expense perspective. PFaroe is an important addition to our toolkit – allowing us to evaluate clients’ risk from multiple perspectives and to perform real-time scenario stress-testing.”
“More and more of our clients are also implementing LDI or de-risking programs – particularly those with frozen plans who want to reduce funded status volatility as their funded status improves. To do this efficiently and effectively, we need a robust and real-time system – cue PFaroe.”
Matthew Seymour, Managing Director, RiskFirst, comments:
“It is clear that de-risking is swiftly moving up the agenda for US pension plans, large and small, and we are delighted that the industry is turning to real-time analytics to improve efficiency and effectiveness of such solutions. Slocum is a firm that takes a highly customised approach to developing asset allocation and risk management for clients, which marries perfectly with PFaroe’s holistic and flexible approach.”
Jeffrey Slocum & Associates, Inc. was founded by Jeff Slocum in 1986. Slocum provides investment advice to institutions, helping them to be conscientious stewards of their assets, and to document the prudence of their decisions. Slocum serves more than 125 institutional clients in the United States and Canada with total invested client assets of approximately $120 billion, as of September 30, 2015. Slocum is a registered investment advisory firm with the U.S. Securities and Exchange Commission (SEC). Clients include: retirement plans (defined benefit and defined contribution); healthcare systems; insurance companies; endowments and foundations; religious organizations; and native American tribal communities.