Fast and intuitive SaaS analytics to help insurers build optimal liability-aware investment portfolios, perform strategic asset allocation, portfolio risk measurement, and governance.
Providing a 360° view of risk, PFaroe Insurance enables the investment team to optimize investment strategies with regards an insurer’s distinct asset & liability objectives and risk profile. Evaluate and compare investment strategies across a wide range of metrics – economic, financial, economic and regulatory capital. Identify strategies or solutions that are aligned with distinct stakeholder perspectives or complex and conflicting objectives.
PFaroe’s advanced technology solutions deliver comprehensive analytics to meet the needs of insurers. The tool offers cross balance sheet risk and ALM capabilities that deliver fast, intuitive and interactive analysis to support strategic asset allocation decision making.
PFaroe Insurance enables the investment team to respond quickly to an evolving economic environment, changing forecasts, and market shocks. Exploit emerging opportunities and interact dynamically with management stakeholders across the insurance business – risk, finance, investment. Develop engaging and relevant reports and presentations, cultivate stronger relationships, communicate complex risks in an intuitive and impactful format.
Reporting can be tailored and built into PFaroe, allowing for operational efficiency and promotion of the investment manager’s brand.
Monitoring and reporting on portfolio risk, including impact of changes in the capital market environment, can be performed more frequently and seamlessly.
These efficiencies make it economically viable for investment managers and advisors to provide more dynamic and tailored investment solutions to a wider range of clients. Disparate systems and services can be rationalized through implementation of PFaroe, saving time and money, while manual intervention is eliminated, improving security and minimizing the risk of errors.
The process of updating asset allocation analysis can be complex and time-consuming, requiring multiple sets of data and model assumptions. An asset allocation review process which may have taken weeks or even months to complete, can now be delivered in minutes or hours. For many insurers, this means the asset allocation process is reviewed on an infrequent basis. Thanks to PFaroe Insurance’s advanced analytics, workflow tools and automatically updated model calibrations, it is easy to review and update investment strategies as the economic and markets evolve.
Many insurers rely heavily on their asset management partners, not only to manage assets, but to support the strategic asset allocation process. This means insurer’s become reliant on asset manager models and assumptions that may not reflect the views of the insurer’s investment team, and are designed to support the asset manager’s own investment offering rather than the specific objectives and risks of the insurer.
PFaroe Insurance is an easy to deploy and intuitive SaaS tool, which enables the insurer’s investment team to validate and challenge the analysis and investment recommendations offered by external investment advisors or asset managers
Clients can also be provided with direct access to PFaroe’s functionality, making reporting more efficient. This also drives a better appreciation of the link between investment solutions and insurance risks, giving insurers more comfort in making investment decisions more quickly and efficiently.
PFaroe’s modular functionality allows analytics to be tailored to the needs of each insurer.
The Real-World Scenario Generator contains stochastic asset models and calibration content that support realistic projections of asset returns and risk-factor distributions.
The CreditEdge platform provides a leading probability of default model for managing the credit risk of your portfolio of listed firms and sovereigns, globally.
Sustainability and climate change are fundamental considerations to seize opportunities and manage risk in today’s global capital markets.
Understand what makes PFaroe different. Test it for yourself. Contact us to schedule a one-on-one consultation with one of our experts.