PFaroe enables investment managers 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 managers can discuss asset allocation and consider the impact of different investment strategies, employing a number of techniques from “What if?” scenario testing through to powerful stochastic modelling using a sophisticated economic scenario generator.
No investment allocation decision should be made in isolation. For endowments and foundations, that means understanding the impact of investment strategy on spending objectives.
PFaroe’s regular, easy-to-access analytics allow investment managers and their clients to monitor and report on an organisation’s investment portfolio and risk efficiently and effectively. It also allows investment managers to regularly test the effectiveness of their investment strategies, and work with clients in an interactive way to evolve solutions over time.
Given PFaroe’s established market presence, its network of users can be used as a means to “get the word out” about an investment manager’s established pooled and segregated asset solutions. For instance, the manager can choose to make their fund offerings available to the many investment consultants using PFaroe, who in turn can illustrate the effectiveness of those solutions to the end-user endowment and foundation.
PFaroe’s easy-to-access yet sophisticated analytics allow investment managers 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 investment manager’s brand. Investment managers are no longer burdened by report preparation and number-crunching, and can instead focus on providing value-added analysis to clients.
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