PFaroe Suite

PFaroe Portfolio Management​

Perform performance attribution, Monte Carlo and historical risk analysis, and stress testing for multi-asset class portfolios with integrated market data, climate analytics, and ESG content.

PFaroe Portfolio Management Features

Transparency into an investment portfolio’s exposure, risk, and performance analytics for asset managers and their stakeholders.

Overview

Summary of your portfolio’s current state

Analyze the sources of return for your portfolio or fund structure using factors and/or customized methodologies

Identify your areas of concentration and sensitivities to factor movements

Analyze the market risk of your profile using Monte Carlo or historical methods

Simulate hypothetical portfolios to see the impact on your portfolio analytics

Define scenarios and evaluate their impact on your portfolio’s value

Evaluate the ESG qualities of your portfolio

Evaluate the climate qualities of your portfolio

Implementing a new tool can take time but PFaroe has a streamlined process

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

Additional Honors

Risk Market Technology Awards - 2022

Buy-side ALM Product of the year Moody’s Analytics

Winner

Risk Market Technology Awards - 2021

Buy-side ALM Product of the year Moody’s Analytics​

Winner

InsuranceERM Annual Awards 2021​

Economic Scenario Generator Software of the year

Winner

Risk Market Technology Awards - 2020​

Buy-side ALM Product
of the year

Winner

InsuranceERM Annual Awards 2020 - Americas

Economic Scenario Generator Software of the year

Winner