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PFaroe enables investment consultants 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.
Investment consultants can discuss asset allocation and consider the impact of different manager recommendations, employing a number of techniques from “What if?” scenario testing through to powerful stochastic modelling using a sophisticated economic scenario generator.
PFaroe shows the likelihood of endowments and foundations delivering on their mission through deterministic and stochastic projections of their portfolio’s spending contribution to the organisation’s budget. The investment consultant is empowered by illustrating the direct impact of their portfolio recommendations on these financial goals. Their role is expanded from the provision of pure investment ideas to holistic advice that impacts the organization’s approach to enterprise risk management.
Strategic investment allocation studies have been the remit of investment consultants for decades.
For endowments and foundations, that means understanding the impact of investment strategy on spending objectives. PFaroe allows the manager to optimise investment strategy and performance through defining a risk framework in terms of the organisation’s spending objectives or implementation risk from the policy portfolio. Gifting patterns and capital campaigns can be incorporated, allowing the consultant to explore the correlation impacts across the organization holistically, as well as provide more informed advice on budgeting and mission delivery.
Within PFaroe, asset analytics can be generated using benchmark assets, an investment consultant’s recommended manager suite or assets modelled at a security level (for risk overlay strategies, for instance). Alternatives are included for a holistic view of the portfolio. Multiple types of spending formulae are built in, which, together with the asset inputs, automatically produce a comprehensive suite of spending liability, asset and risk analytics, allowing investment consultants to interrogate and test investment and spending solutions from multiple perspectives. The dialogue with the client is enhanced.
In formulating investment hypotheses, implementation of the consultant’s proprietary capital markets projections enhance the overall value proposition. Results are consistent across all institutional types and sizes.
PFaroe empowers investment consultants to engage with clients more interactively than ever before, providing on-demand desktop analysis of endowment and foundation investment portfolios. Comprehensive “What if?” functionality allows discussions and scenario testing in real time.
PFaroe makes complicated concepts and analytics intuitive, leading to more informed clients with a desire for increased, and deeper, dialogue with their consultants.
Clients can also be provided with direct access to PFaroe’s functionality, making reporting more efficient. This also drives a better appreciation of portfolio risk by CIOs, resulting in them feeling more comfortable in implementing the consultant’s investment recommendations.
PFaroe’s modular functionality allows consultants to tailor analytics to the needs of the client.
PFaroe’s easy-to-access yet sophisticated analytics allow investment consultants 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 consultant’s brand. Investment consultants are no longer burdened by report preparation and number-crunching, and can instead focus on providing value-added analysis to clients. Monitoring and reporting on portfolio risk and spending implications can be performed more frequently and seamlessly.
PFaroe’s reporting capabilities are powerful and comprehensive, providing a potential platform for front-to-back reporting needs. PFaroe can generate client-ready reports, either for pitching to new business or for monthly/quarterly investment board reporting requirements, on-demand at the click-of-a-button.
These efficiencies make it economically viable for consultant to provide more tailored solutions to a wider range of clients, including smaller endowments and foundations. Disparate systems and services can be rationalised through implementation of PFaroe, saving time and money, while manual intervention is eliminated, improving security and minimising the risk of errors.