Gain a competitive edge by demonstrating a holistic understanding of pension plan risk management and promoting more effective portfolio solutions.
A snapshot of the pension plan’s funding level and risk attributes – key information for CFOs, CIOs and Treasury Directors.
Conduct and monitor liability valuations and assess sensitivity to changing market conditions.
Monitor plan assets and assess the impact of changing market conditions.
Move beyond an isolated view of the liabilities and assets and analyse the combined impacts on hedging, liquidity, and funded status volatility.
Analyse plan risk attributes and align the investment portfolio with risk and return objectives.
Perform powerful forecasting analysis for asset-liability studies. Analyse the impact of highly customisable investment and funding strategies over time.
Construct an optimally hedged or cashflow-matched investment portfolio
Stay informed on real-time market conditions and a plan’s funded status position, as well as other customizable metrics
Instantly create client-ready PowerPoint or Excel templates
Perform in-depth buy-in and buyout pricing and analysis.
Model and maintain custom asset classes – from mutual funds, ETFs, custom LDI solutions, completion mandates, hedge funds, and more
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