PFaroe possesses a rigorously designed – and tested – actuarial toolkit that investment consultants can use to lever their expertise in designing solutions for their DB pension clients. In fact, many household names in the actuarial community use PFaroe for all of their own modeling needs and have helped contribute to making it the best-in-class platform it is today. From inflation-linked pension plans, to lump- sum-convertible plans, to cash balance and pension equity plans, PFaroe’s liability model is equipped to address the dynamic investing needs of any pension plan, regardless of complexity.

PFaroe goes even further, however, by integrating regulatory liability metrics – from funding requirements to pension cost calculations – in order to allow for truly liability-aware investing. For instance, switching out a particular fixed income manager will impact not only the risk/return structure of the plan’s investment portfolio, but also future cash requirements. An investment consultant that anticipates these cross-balance-sheet impacts will be able to engage much more dynamically with their clients and prospects.