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Win more business

  • Create more impressive pitches
  • Show the value proposition of the consultants suite of approved managers
  • Promote real and practical investment solutions

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.

Win more business

Promote more effective portfolio solutions

  • Perform dynamic and risk-aware investment allocation studies
  • Evaluate the portfolio impact of the consultant’s recommended managers and strategies
  • Test the impact of portfolio solutions on spending and mission delivery
  • Incorporate alternatives seamlessly to provide a holistic view of portfolio risk

Strategic investment allocation studies have been the remit of investment consultants for decades. 

Promote more effective portfolio solutions

Cultivate stronger client engagement

  • Deepen client relationships
  • Interact dynamically with clients
  • Develop more impressive and engaging pitches

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.

Cultivate stronger client engagement

Increase efficiency and productivity

  • Focus on consulting rather than number crunching
  • Improve response time to client questions
  • Execute asset allocation and fund selection exercises efficiently
  • Automate tailored reporting across your business

PFaroe’s easy-to-access yet sophisticated analytics allow investment consultants to improve how they communicate complex ideas to their clients.

Increase efficiency and productivity

Find out what PFaroe can do for your business

Contact us