PFaroe Suite

PFaroe E&F

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

PFaroe E&F Features

A snapshot of the endowment or foundation’s portfolio value, asset allocation and risk attributes – key information for all stakeholders.


Asset value and breakdown​

Risk summary​

Monitor portfolio holdings and assess the impact of changing market conditions. ​

Automatic monthly valuations​

Asset cashflow projections

“What-if?” stress testing

Analyze risk attributes and align the investment portfolio with risk and return objectives.

VaR attribution and distribution

Analysis of historical market events

“What-if?” stress testing

Model and maintain custom asset classes – from public funds, ETFs, and alternatives including hedge funds and private equity.

Funds of funds


Perform powerful forecasting of portfolio value and the endowment’s spending contribution to the organization. Analyze the impact of highly customizable investment strategies over time.

Powerful forecasting

Spending and gifting studies

Evaluation of the optimal investment portfolio

Implementation and testing of investment strategies

Instantly create client-ready PowerPoint or Excel templates.

Automated client reports

Detailed internal benchmarking

Bulk processing for business efficiencies

Mockup of PFaroe E&F Dashboard with Value metrics

Contact Us

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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At the point when clients come first, awards follow

Additional Honors

Risk Market Technology Awards - 2022

Buy-side ALM Product of the year Moody’s Analytics


Risk Market Technology Awards - 2021

Buy-side ALM Product of the year Moody’s Analytics​


InsuranceERM Annual Awards 2021​

Economic Scenario Generator Software of the year


Risk Market Technology Awards - 2020​

Buy-side ALM Product
of the year


InsuranceERM Annual Awards 2020 - Americas

Economic Scenario Generator Software of the year