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Win more business

  • Create more impressive pitches
  • Show the value proposition of the manager’s strategies and funds
  • Promote real and practical solutions that work with each plan’s liabilities

PFaroe enables investment managers to deliver impressive and engaging pitches based on analysis of a plan’s actual liabilities and investment portfolio, 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.

Win more business

Structure better solutions

  • Demonstrate holistic pension plan risk management expertise
  • Create better matched portfolios to the plan’s liabilities
  • Test portfolio solutions from multiple perspectives
  • Optimise performance targeting within an agreed risk framework

No investment allocation decision should be made in isolation. For defined benefit pension plans, that means understanding the impact of investment strategy on plan liabilities and funded status. PFaroe therefore allows investment managers to assess the impact of a change in the investment strategy not only on investment returns and risk, but also on cash contribution requirements, accounting expenses, and other metrics.

Structure better solutions

Enhance reporting and governance

  • Monitor effectiveness of solutions
  • Report more efficiently to clients

PFaroe’s regular, easy-to-access analytics allow investment managers and their clients to monitor and report on a plan’s risk and funding position efficiently and effectively. It also allows investment managers to regularly test the effectiveness of risk management strategies, and work with clients in an interactive way to evolve solutions over time. User-friendly analysis dramatically increases the understanding and engagement of clients, and enriches the relationship.

Enhance reporting and governance

Leverage a new distribution network

  • Leverage the network of PFaroe users to increase exposure
  • Improve relationships with consultants
  • Highlight your investment solutions across the industry

Given PFaroe’s established market presence, its network of users can be used as a means to “get the word out” about investment manager’s 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 those solutions to the end-user pension plan.

Leverage a new distribution network

Scale your business operations

  • Execute asset allocation exercises efficiently
  • Improve response time to client questions
  • Automate tailored reporting
  • Eliminate obsolete systems through consolidation into PFaroe

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.

Scale your business operations

Find out what PFaroe can do for your business

Contact us