Increase risk-adjusted returns and deepen engagement with insurance clients, through a 360o view of investment risk
PFaroe Insurance enables investment managers to deliver impressive and engaging pitches based on analysis of an insurer’s current investment portfolio, financial objectives and risk profile. Integrated asset-liability analytics is delivered via a user-friendly and web-based interface. This can even be done in a live client environment – in front of the investment board or CIO.
No investment allocation decision should be made in isolation. For insurers, that means understanding the impact of investment strategy on liabilities, accounting position and risk capital. PFaroe allows investment managers to assess the impact of a change in the investment strategy not only on investment returns and risk, but across a range of metrics that represent the insurer’s planning objectives and risk profile.
PFaroe empowers investment managers and advisors to engage with insurance clients more interactively than ever before, providing on-demand desktop analysis of insurance portfolios and risk positions. Comprehensive ‘What if?’ functionality allows discussions and scenario testing in real time. PFaroe makes complicated concepts and analytics intuitive, leading to more informed clients with a desire for increased, and deeper, dialogue with their investment partners.
PFaroe’s regular, easy-to-access analytics allow investment managers and their clients to monitor and report on a plan’s risk and funding position efficiently and effectively. It also allows investment managers to regularly test the effectiveness of risk management strategies, and work with clients in an interactive way to evolve solutions over time. User-friendly analysis dramatically increases the understanding and engagement of clients, and enriches the relationship.
PFaroe’s easy-to-access yet sophisticated analytics allow investment managers to improve how they communicate complex ideas to their clients. Reporting can be tailored and built into PFaroe, allowing for operational efficiency and promotion of the investment manager’s brand. Investment managers are no longer burdened by maintenance of complex data, models and reporting, and can instead focus on providing value-added analysis to clients.