INTRODUCTION

Nottingham Advisors, a boutique investment firm with a strong focus on defined benefit (DB) pension clients, has embraced Moody’s PFaroe DB platform to deliver a new level of analytical rigor and transparency to their clients. With a client base that values both personalized service and institutional-grade insight, Nottingham is continuously looking for ways to enhance their technological capabilities. By integrating PFaroe DB into their advisory process, Nottingham Advisors has positioned itself as a forward-thinking partner capable of delivering real-time, scenario-based insights that enhance the value clients receive from their consultants.

Elevating the Consultant-Client Relationship

PFaroe DB enables Nottingham to go beyond standard reporting. With its intuitive interface and robust modeling capabilities, the platform allows Nottingham’s team to:

• Run dynamic “what-if” scenarios to help clients understand the impact of market movements, contribution strategies, and investment decisions on funded status.
• Tailor reporting to each client’s unique liability profile, investment policy, and risk tolerance.
• Bridge the gap between actuarial assumptions and investment strategy, fostering more informed and collaborative decision-making.

This level of sophistication not only enhances the consultant’s role but also empowers plan sponsors to more confidently satisfy their fiduciary responsibilities.

Unlocking Growth and Efficiency

Nottingham’s adoption of PFaroe DB is not just about better analytics—it’s a strategic move to bring sophisticated tools to an area of the pension space that has often been underserved. With the capacity for new mandates, the firm now has a platform that supports:

• Enhanced credibility in competitive RFP processes, where demonstrating analytical depth is increasingly critical.
• Efficient onboarding of new clients with consistent, high-quality reporting.
• Scalable analytics that reduce manual effort and improve turnaround times.

Security Level Modeling

Another critical aspect of Nottingham’s use of PFaroe DB is its advanced security level modeling. This feature allows Nottingham’s consultants to:

• Analyze individual security positions to understand their impact on overall portfolio risk and return.
• Simulate various market conditions to predict how specific securities might perform, aiding in strategic asset allocation decisions.
• Enhance risk management by identifying potential vulnerabilities and implementing mitigation strategies.

This capability ensures that Nottingham’s clients are not only well-informed about their current portfolio status but are also equipped to make proactive decisions that enhance security and bolster long-term financial health.