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Enhance performance

  • Improve targeting of performance within an agreed risk framework
  • Manage downside risks
  • Optimize portfolio growth while maintaining targeted spend

An in-house investment team or CIO can leverage the resources of PFaroe to provide a powerful framework within which performance can be optimised while managing the impact of downside risk on an endowment’s corpus and spending needs. Depending on how the organisation measures success, a risk framework can be defined in terms of objectives relating to spending goals, portfolio real value and performance relative to a policy portfolio, among others.

Enhance performance

Capitalise on market opportunities

  • Be more responsive to market dislocations
  • Quickly review new managers or investment strategies
  • Devise investment strategies responsive to market events or economic scenarios

CIOs are empowered through real-time analysis, allowing them to react far quicker to investment opportunities and market dislocations. Strategic plans can be evaluated and implemented to deal with different market events.

Capitalise on market opportunities

Deliver operational efficiency

  • Speed up the Board reporting cycle
  • Focus on managing the portfolio and not number crunching
  • Improve response time to stakeholder queries
  • Automate tailored reporting

PFaroe’s regular, easy-to-access analytics allow CIOs to monitor and report on their investment portfolio and risk efficiently and effectively. Asset allocation exercises become less cumbersome. Seamless ex-ante analytics can be applied to test new managers or fund strategies. Monitoring and reporting on portfolio risk and spending implications can be performed more frequently and seamlessly.

Deliver operational efficiency

Improve governance and mission delivery

  • Avoid surprises and costly mistakes
  • Inform discussion with fund managers and external advisors
  • Access better analytics over in-house models
  • Improve budgeting at the CFO level

PFaroe shows the likelihood of endowments or foundations delivering on their mission through deterministic and stochastic projections of their portfolio’s spending contribution to the organisation’s budget.

Improve governance and mission delivery

Find out what PFaroe can do for your business

Contact us