Investment Strategy

Cash Flow Scenario:
Model your pacing plan. Add multiple cash flow events to assets. Customize various options such as cash flow type, start date and frequency, and more.
Target Allocations:
Add your strategic targets and refine with tolerance levels.

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.

What's included in our software:

Return Scenarios

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.

Cash Flow Scenarios

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.

Portfolio Strategy

Model future investments, liability payments, and highlight potential funding surplus/shortfall.

Business Intelligence

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.

Data Visualizations

Visualize the performance of your fund with interactive charts that let you drill down into the details for a closer examination of your performance.