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PFaroe Wealth

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

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
Device Mockup with a screenshot of PFaroe Wealth, a PFaroe Suite product Analysis 3
Device Mockup with a screenshot of PFaroe Wealth, a PFaroe Suite product Analysis 2

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© 2023 Moody’s Analytics, Inc. and/or its licensors and affiliates. All Rights Reserved

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PFaroe DB provides a modern technology solution to Asset Owners, Asset Managers and Consultants. Come join the PFaroe family and keep company with some of the industry’s biggest names. To learn more, go to pfaroe.moodysanalytics.com or contact us at a location below.

© 2023 Moody’s Analytics, Inc. and/or its licensors and affiliates. All Rights Reserved

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