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PFaroe Suite

PFaroe Wealth

Design and manage portfolios for the retail market through a 360o view of investment risk. Seamlessly integrate powerful forecasting into your digital proposition

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PFaroe Wealth Features

Portfolio Design & Optimization

Flexible portfolio design functionality

  • Efficient frontier creation and analysis
  • Stress testing of candidate portfolios using broad range of metrics
  • Multi-period projection of assets and liabilities using Moody’s economic scenario modelling framework
  • Asset and liability cashflows are modelled, allowing detailed analysis of outcomes

Base investment decisions on an independent and objective economic model

  • Analysis based on Moody’s Analytics stochastic economic scenario model
  • Stochastic scenarios support multi-period projection and risk analysis
  • Compare risk and return across a wide range of different investment strategies or asset allocation decisions
  • Upload portfolio asset allocation data by file, or create your own through the user interface
  • Wide range of available metrics: economic, customer outcome, probabilistic, income sustainability
  • Stress test using climate and narrative modelling scenarios

Comprehensive asset modelling

  • Range of 200+ standard asset classes across all major currencies
  • Support for custom assets and alternative calibration assumptions
  • Leverage Moody’s Analytics documented economic and capital market assumptions, or embed your own

What If Analysis

  • Understand the impact of changes to investment strategy, across a wide range of risk and return metrics
  • Compare to risk rating and grades
  • Compare to benchmarks
  • Analyse the impact of tactical asset allocation processes
  • Create a range of risk and return monitoring reports and track key portfolio metrics over time

Embed risk and return forecasting into online applications

  • API available for all key analysis outputs
  • Add probabilistic outcomes to online tools, financial planners, digital advice and decision support apps
  • Demonstrate likely outcomes to advisors, clients and investors
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