Solutions for investment managers

PFaroe E&F for investment managers

Win more business

PFaroe enables investment managers to deliver impressive and engaging pitches 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 E&F Dashboard with Forecast metrics

Promote more effective portfolio solutions​

No investment allocation decision should be made in isolation. For endowments and foundations, that means understanding the impact of investment strategy on spending objectives.

Mockup of PFaroe E&F Dashboard with Risk metrics

Enhance reporting and governance​

PFaroe’s regular, easy-to-access analytics allow investment managers and their clients to monitor and report on an organization’s investment portfolio and risk efficiently and effectively. It also allows investment managers to regularly test the effectiveness of their investment strategies, and work with clients in an interactive way to evolve solutions over time.

Mockup of PFaroe DB Dashboard with Custom Asset Liabilities 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 an investment manager’s established pooled and segregated asset solutions. For instance, the manager can choose to make their fund offerings available to the many investment consultants using PFaroe, who in turn can illustrate the effectiveness of those solutions to the end-user endowment and foundation.

Mockup of PFaroe DB Dashboard with Asset 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 Custom Asset Combined Assets & Liabilities 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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At the point when clients come first, awards follow​