Solutions for investment managers

PFaroe DB for investment managers

Win more business

PFaroe enables investment managers to deliver impressive and engaging pitches based on analysis of a plan’s actual liabilities and investment portfolio, via a user-friendly and web- based interface. This can even be done in a live client environment – in front of the investment board or CIO.

Mockup of PFaroe DB Dashboard with Forecasting metrics

Structure better solutions

No investment allocation decision should be made in isolation. For defined benefit pension plans, that means understanding the impact of investment strategy on plan liabilities and funded status. PFaroe allows investment managers to assess the impact of a change in the investment strategy not only on investment returns and risk, but also on cash contribution requirements, accounting expenses, and other metrics.

Mockup of PFaroe DB Dashboard with Climate Structure Better Solutions metrics

Enhance reporting and governance

PFaroe’s regular, easy-to-access analytics allow investment managers and their clients to monitor and report on a plan’s risk and funding position efficiently and effectively. It also allows investment managers 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 DB Dashboard with Asset metrics

Leverage a new distribution network

Given PFaroe’s established market presence, its network of users can be used as a means to “get the word out” about investment manager’s established pooled and segregated asset solutions. For instance, a client with a suite of LDI solutions can choose to make those solutions available to the investment consultants using PFaroe, who in turn can illustrate the effectiveness of those solutions to the end-user pension plan.

Mockup of PFaroe DB Dashboard with Custom Asset Combined Assets & Liabilities metrics

Scale your business operations​

PFaroe’s easy-to-access yet sophisticated analytics allow investment managers to improve how they communicate complex ideas to their clients. Reporting can be tailored and built into PFaroe, allowing for operational efficiency and promotion of the investment manager’s brand. Investment managers are no longer burdened by report preparation and number-crunching, and can instead focus on providing value-added analysis to clients.

Mockup of PFaroe DB Dashboard with Daily Monitoring 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​

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