Solutions For Investment Consultants

PFaroe Insurance
For Investment Consultants

Increase risk-adjusted returns and deepen engagement with insurance clients, through a holistic view of investment risk

Leverage analytics designed for insurer’s needs

PFaroe’s advanced technology solutions deliver comprehensive analytics to meet the needs of insurers and their consultants and asset managers – enabling them to align investments with an insurer’s liabilities, planning objectives and risk framework. The tool facilitates cross balance sheet risk and ALM capabilities that deliver fast, intuitive and interactive analysis to support strategic asset allocation decision making.

Integrated analytics is delivered via a user-friendly and web-based interface. PFaroe Insurance enables consultants to deliver impressive and engaging pitches based on analysis of an insurer’s current investment portfolio, financial objectives and risk profile.

Consultants can discuss asset allocation and consider the impact of different investment strategies, employing a number of techniques from what-if scenario testing through to powerful stochastic modelling.

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Increase efficiency and productivity

PFaroe’s easy-to-access yet sophisticated analytics allow consultants to improve how they communicate complex ideas to their clients.

Consultants are no longer burdened by maintenance of complex data, models and reporting, and can instead focus on providing value-added analysis to clients.

Reporting can be tailored and built into PFaroe, allowing for operational efficiency and promotion of the consultant’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 consultants 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.
Mockup of PFaroe Insurance Dashboard with Value metrics

Design more effective portfolio solutions

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 consultants 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 Insurance allows consultants to capture client liabilities within the assessment of different investment strategies or portfolio solutions. Asset analytics can be generated using benchmark assets, or an investment manager’s own funds. PFaroe automatically produces a comprehensive suite of liability, asset and risk analytics, allowing consultants to test solutions from multiple perspectives.

Mockup of PFaroe Insurance Dashboard with Benefits metrics

Win clients and cultivate strong engagement

PFaroe empowers consultants 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.

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.

Mockup of PFaroe Insurance Dashboard with Assets metrics

Enhance reporting and governance

PFaroe’s regular, easy-to-access analytics allow consultants 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.

Mockup of PFaroe Insurance Dashboard with Benefits 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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Awards

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

Winner

Risk Market Technology Awards - 2021

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

Winner

InsuranceERM Annual Awards 2021​

Economic Scenario Generator Software of the year

Winner

Risk Market Technology Awards - 2020​

Buy-side ALM Product
of the year

Winner

InsuranceERM Annual Awards 2020 - Americas

Economic Scenario Generator Software of the year

Winner