PFaroe Products

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

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

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

Funds of funds


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
Mockup of PFaroe E&F Dashboard with Asset metrics
Mockup of PFaroe E&F Dashboard with Risk metrics
Mockup of PFaroe E&F Dashboard with Forecast metrics
Mockup of PFaroe E&F Dashboard with Value metrics
Mockup of PFaroe E&F Dashboard with Reporting metrics

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