Featured Product

    PFaroe™ E&F

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    PFaroe E&F software is a web-based platform that gives endowment portfolios investment risk and simulation analytics tools. In-house investment teams and CIOs can take advantage of the resources of PFaroe to deliver a powerful framework that manages the impact of downside risk on an endowment’s corpus and spending needs.

    Enhance performance and maximize market opportunities

    • Test policy portfolios and optimize fund strategies and managers, employing several techniques from “what-if” scenario testing through powerful stochastic modeling using a sophisticated economic scenario generator.
    • Monitor and optimize reporting on the investment portfolio and risk and speed up the Board reporting cycle, allowing CIOs to focus on portfolio management, not number-crunching.
    • Assess investment solutions from multiple perspectives with several types of built-in spending formulas to produce a comprehensive suite of spending, asset, and risk analytics.
    • Perform sophisticated modeling previously available only to the largest endowments and foundations.
    • Review new managers or investment strategies quickly, and become more responsive to investment opportunities and market dislocations through real-time analysis.
    • Devise investment strategies that react to market events or economic scenarios.

    Deliver operational efficiency, improve governance, and forecast mission delivery

    • Define a risk framework based on how the organization measures success, such as spending goals, portfolio real value, and performance relative to a policy portfolio.
    • Take advantage of faster response times to stakeholder queries by automating tailored reporting on demand and at the click of a button.
    • Forecast the likelihood of endowments or foundations delivering on their mission through deterministic, stochastic projections of their portfolio’s spending contribution to the organization’s budget.
    • Optimize budgeting at the CFO level by analyzing the direct impact of investment decisions, gifting patterns, and capital campaigns.
    • Consolidate systems and services, eliminate manual intervention, and improve security to minimize errors and maximize cost and time savings.

    Contact us for a demo

      Learn how PFaroe E&F can help your organization efficiently manage your portfolio’s financial risk. Request a demonstration of this solution today.

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