Our system supports numerous types of portfolio strategy data such as cash flows to simulate your pacing plans. With our Target Allocation feature, you can set your targets and monitor when and what caused your policy to become off target.
Additionally, you can overlay potential investment strategies that take into account your pacing models, cash flow scenarios, and market assumptions to compare and assess the impact of your funds investment objectives.
Build a model of your current expectation, potential crisis scenarios, and stress-test your exposures under a variety of conditions.
Map your portfolio data to a set of assumptions which supply return and liquidity expectation to create models of your current expectations.
Simulate your fund outcomes by combining your assumptions with your cash flow forecasts. Additionally, you can overlay potential investment strategies to compare and assess the impact on your fund’s investment objectives.
Model future investments, liability payments, and highlight potential funding surplus/shortfall.
We integrate with some of the worlds leading BI Tools, allowing you to slice and dice your portfolio data in multiple ways for greater insights.
Visualize the performance of your fund with interactive charts that let you drill down into the details for a closer examination of your performance.