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PFaroe Portfolio Management

The best way to understand your portfolios’ risk and return characteristics.

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Retain and grow AUM with a highly flexible performance attribution tool

PFaroe™ PM is a multi-asset front-office decision support tool for portfolio managers, consultants and institutional investors. The solution helps users gain a clear understanding of the current and historical drivers of portfolio performance and risk. Designed with flexibility and interactivity at its core, organizations can implement PFaroe PM for use across multiple portfolios and users can tailor it to their individual investment processes.

Overview of an iMac mockup of PFaroe Portfolio Management Dashboard
Overview of an iMac mockup of PFaroe Portfolio Management Benefits Risk Meters Dashboard

A consistent, customizable approach

  • Access common data and analytics supporting transactions, holdings-based risk measurement, and performance attribution across multi-asset classes
  • Define your preferences, ensuring risk analytics, performance attribution, and investment strategy are aligned
  • Gain insight into the impact of ESG and climate risk investment decisions on portfolio risk and return using internal scores or integrated ESG ratings and climate data from Moody’s ESG (MESG)
Overview of an iMac mockup of PFaroe Portfolio Management Benefits Risk Meters Dashboard

Performance attribution

  • View results at a glance with a dashboard summary of performance across portfolios or managers, with the ability to drill into specific contributors at the portfolio and factor level
  • Access fast, clear attribution results within a portfolio and across your organization at the click of a button
  • Quantify and qualify your investment process using multiple factors with our intelligent and flexible analytical and peer-group models
Overview of an iMac mockup of PFaroe Portfolio Management Benefits Risk Analysis Dashboard

Risk analytics​

  • Capture non-linear effects within the simulation framework via risk methodologies using full repricing
  • Visualize risk through time to see trends that might go unnoticed otherwise
Overview of an iMac mockup of PFaroe Portfolio Management Benefits Cashflow Metrics Dashboard

Improve data quality and move beyond batch processing​

  • Access integrated terms and conditions, pricing, classification enrichment, and analytics via our turn-key solution
  • Reduce costs through fast, secure integration into existing infrastructure using a web-delivered tool, with no IT footprint, to manage and support batch or ad-hoc workflow
  • Gain a better understanding and enhance the value of your analysis with interactive and flexible reconfiguration, and fast turnaround of results

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Awards

At the point when clients come first, awards follow​

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