PFaroe E&F

Investment risk and simulation analytics for endowment portfolios with a focus on spending requirements and achieving mission objectives.

Enhance performance

An in-house Investment team or CIO can leverage the resources of PFaroe to provide a powerful framework within which performance can be optimized while managing the impact of downside risk on an endowment`s corpus and spending needs. Depending on how the organization mesures success, a risk framework can be defined in terms of objectives relating to spending goals, portfolio real value and performance relative to a policy portfolio, moung others.

Mockup of PFaroe E&F Dashboard with Risk metrics

Capitalize on market opportunities

CIOs are empowered through real-time analysis, allowing them to react far quicker to investment opportunities and market dislocations. Strategic plans can be evaluated and implemented to deal with different market events.

Mockup of PFaroe E&F Dashboard with Daily Monitoring metrics

Deliver operational efficiency

PFaroe’s regular, easy-to-access analytics allow CIOs to monitor and report on their investment portfolio and risk efficiently and effectively. Asset allocation exercises become less cumbersome. Seamless ex-ante analytics can be applied to test new managers or fund strategies. Monitoring and reporting on portfolio risk and spending implications can be performed more frequently and seamlessly.

Mockup of PFaroe E&F Dashboard with Asset metrics

Improve governance and mission delivery

PFaroe shows the likelihood of endowments or foundations delivering on their mission through deterministic and stochastic projections of their portfolio’s spending contribution to the organisation’s budget.

Mockup of PFaroe E&F Dashboard with Value metrics

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Take the advantage - Request a Demo

Understand what makes PFaroe different. Test it for yourself. Contact us to schedule a one-on-one consultation with one of our experts. 
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