PFaroe Portfolio Management Description
You can quickly access clear attributions results within your portfolio and across your entire organization with just a click. This will save you time and increase operational efficiency. You can get a consistent, customizable view that will reflect the investment strategy without needing to reconcile. To improve performance and eliminate the need to control spreadsheets, you can run what-if analysis, collaborate and make on-the-fly adjustments. Asset owners will enjoy better data quality and attribution results, as well as deeper insights into the strategies of asset managers. Our intelligent yield curve-based model can quantify and qualify your investment process. Communicate your portfolio's strategy, performance and new investment opportunities with your clients. With user-friendly outputs, and a display that clearly explains attribution results, you can translate your analysis into terms that the asset owner understands.
PFaroe Portfolio Management Alternatives
Diversiview
Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level.
Diversiview is a tool that allows investors to:
- calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio;
View detailed, granular investment diversification;
- view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio);
- and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier.
Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.
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SimCorp Dimension
SimCorp Dimension is a multi-asset risk management and performance management system that integrates with real-time positions. This allows for greater transparency to help investors make better investment decisions. Our solution is designed to help you and your team. You can see the investment performance and attribution down to the security transaction level. To support investment decisions, internal controls, reporting, and regulatory compliance, best-in-class market models and analytics are used. Respect capital market and solvency requirements.
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The Caissa Platform
The Caissa Platform, the industry-leading investment platform, was created exclusively for institutional investors, including foundations, OCIOs and pension funds. Our web-based platform is used by clients with assets exceeding $1.7 trillion to perform exposure, risk and liquidity, attribution, as well as private equity modeling analysis across multiple asset classes. Our in-house data team combines any form of transparency data into Caissa Platform. This includes investor letters, separately managed accounts and private equity data. All data is cleansed, synchronized, migrated, then integrated into the platform. You can seamlessly perform exposure analysis, risk, liquidity, and quantitative analysis on either your portfolio or your underlying managers with harmonized exposures.
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Stratiphy
Get investment signals that are tailored to your needs. Our bespoke toolkit allows you to create and define investment strategies, allowing full automation of portfolio rebalancing and backtesting. Report on the performance metrics of instruments that you define. Define market-led portfolio alerts. Reporting on carbon emissions for a portfolio. We can provide market-performance ratings for each listed asset held in the pool of collateral, allowing us to personalize the lending process while increasing confidence in collateral quality. In-app analytics and investment strategies such as performance analysis and historical backtesting can be enabled to generate investment signals. Keep up with the latest trends by using personalized analytics for every client. Create portfolios and tailor alerts to the individual's requirements. Show ESG and carbon emission performance at the instrument and portfolio levels.
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Integrations
No Integrations at this time
Company Details
Company:
Moody's Analytics
Headquarters:
United States
Website:
www.moodysanalytics.com/product-list/pfaroe-portfolio-management
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Product Details
Platforms
SaaS
Type of Training
Documentation
Videos
Customer Support
Online
PFaroe Portfolio Management Features and Options
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