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