Win more client business

  • Gain a competitive edge
  • Create more impressive pitches including interactive result and real time stress tests
  • Show the value proposition of the manager’s strategies and funds
  • Promote real and practical solutions more effectively
  • Educate prospects on risk

PFaroe enables asset managers to deliver impressive and engaging pitches to plans via a user-friendly, web-based interface, providing interactive and intuitive analysis using a plan’s actual liabilities and investment line-up.

Asset managers can discuss asset allocation and consider the impact of different investment strategies in a live environment, using what-if scenario testing through to powerful stochastic modelling. PFaroe goes further, allowing asset managers to model their proprietary pooled and segregated funds for inclusion in the analytics.

With PFaroe’s low-touch data requirements (a plan can be defined using publicly available liability information), asset managers can create impressive pitches even for their prospect clients where there is limited available information.

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Win more client business

Structure better solutions

  • Create better matched portfolios
  • Demonstrate holistic pension plan risk management expertise
  • Test portfolio solutions from multiple perspectives
  • Optimize performance targeting within an agreed risk framework
  • Deepen the conversation with clients and prospects
  • Consistent modeling approach and assumptions across clients

No investment allocation decision should be made in isolation, and for DB plans, that means it is becoming increasingly important that solutions managers understand the impact of investment strategy on plan liabilities and funded status. A change in the investment strategy of funds will not only impact anticipated investment return and risk, but also impact cash contribution requirements to the plan, PBGC premiums, accounting expenses, and other metrics. PFaroe succinctly summarizes this information in a user-friendly and illustrative way.

PFaroe is underpinned by a powerful liability model in use by world-leading actuarial firms – but is simple enough that a non-actuary can easily upload complex plans. Asset analytics can be generated using benchmark assets, an asset manager’s own promoted funds and/or from assets modelled at a security level. Alternatives are included for a holistic view of the portfolio.  From these liability and asset inputs, PFaroe automatically and efficiently produces a comprehensive suite of liability, asset and risk analytics, allowing asset managers to interrogate and test solutions from multiple perspectives.

In formulating and testing investment hypotheses, implementation of the advisor’s economic prognosis and capital markets assumptions enhance the advisor’s brand and value proposition.  Results are consistent across all institutional types and sizes. Conversations with clients are deepened, embedding the advisor as a critical component in the client’s decision making process.

Some of the key analytics provided by PFaroe are:

  1. User-driven, real-time stress testing of assets, liabilities and associated cashflows.
  2. Curve exposure analysis for interest rate, inflation, and credit spread hedging.
  3. Monte Carlo VaR and ALM projections with real-time testing of alternative investment policies.
  4. LDI optimization techniques for establishing portfolio weightings in consideration of surplus risk and return metrics, as well as cashflow matching and immunization goals.

 

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Structure better solutions

Enhance reporting and governance

  • Monitor effectiveness of solutions
  • Report more efficiently to clients
  • Improve plan governance procedures
  • Retain clients

PFaroe’s regular, easy-to-access analytics allow asset managers and their clients to frequently monitor and report on a plan’s risk and funding position efficiently and effectively. PFaroe assists asset managers to engage more closely with their clients in an interactive way and to evolve solutions over time, enriching established client relationships.

PFaroe’s analytics allow asset managers to regularly test the effectiveness of risk management strategies. User-friendly analysis dramatically increases the understanding and engagement of clients.

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 LDI reporting requirements, on-demand and with the click of a button.

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Enhance reporting and governance

Leverage a new distribution network

  • Leverage the PFaroe Family
  • Improve relationships with consultants
  • Make your investment solutions a household name

Given PFaroe’s established market presence, an asset manager can utilize the PFaroe Family as a means to “get the word out” about their established pooled and segregated asset solutions. For instance, a client with a suite of LDI solutions can choose to make those solutions available to the investment consultants using PFaroe, who in turn can illustrate the effectiveness of your solutions to the end user pension plan.

With PFaroe, a joint proposition between the plan actuaries, investment consultants, and asset managers is a compelling possibility.

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Leverage a new distribution network

Scale your business operations

  • Efficient and effective execution of asset allocation exercises
  • Improve response time to client questions
  • Automation of tailored reporting
  • Speed up the quarterly Board reporting cycle
  • Operate more efficiently and effectively
  • Elimination of obsolete systems through consolidation into PFaroe
  • Leverage firm resources to handle more business

PFaroe’s easy-to-access, yet sophisticated analytics allow outsourced CIO managers and their clients to improve in-depth solution delivery and timeliness. Reporting can be tailored and built into PFaroe, allowing for operational efficiency and promotion of the outsourced CIO manager’s brand.  Outsourced CIO managers are freed up from report preparation and number crunching to focus on value-added analysis with their clients. Monitoring and reporting on portfolio risk and contribution implications can be performed more frequently and seamlessly.

PFaroe leverages a manager’s resources to provide more tailored solutions to a wider range of clients, including smaller plans where current practices make a standardized solution the only viable economic solution. Disparate systems and services can be rationalized through implementation of PFaroe, saving time and money.  Manual intervention is eliminated, improving security and minimizing the risk of errors.

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Scale your business operations

Find out what PFaroe can do for your business

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