Key Benefits

Robust modelling

Plan your journey towards your ultimate objectives with robust and consistent asset liability modelling.

Strategy assessment

Assess different investment strategies against your long-term objectives by modelling the likely range of funding outcomes through time, under different assumptions and investment strategies.

Opportunity monitoring

Monitor when funding conditions are hit and flag opportunities, for example, to de-risk the scheme.

Risk assessment

Monitor key risk metrics and the expected performance of assets over liabilities for your current and alternative strategies, so you can assess whether your plan remains on course and within the acceptable risk tolerance.

Modules applicable to Investment Specialists:

Tracker Module
The Tracker Module monitors your funding level through time and compares progress with your journey plan, allowing you to assess your current position in context.
Risk Module
The Risk Module monitors your key risk metrics and the expected performance of assets over liabilities for your current and alternative strategies, so you can assess whether your scheme remains on course and within the acceptable risk tolerance.
Modeller Module
The Modeller Module assists you in planning your journey towards your ultimate objectives with robust and consistent asset liability modelling . It assess different investment strategies against a long-term objective by modelling the likely range of funding outcomes through time under different assumptions and investment strategies.
Bulk Annuity Module
The Bulk Annuity Module monitors the affordability and attractiveness of a bulk annuity transaction for your scheme, using live pricing information provided by the leading insurers, allowing you to quickly identify opportunities to reduce risk.
Triggers Module
The Triggers Module is a must-have for when you need to make dynamic market-based decisions, helping you ensure that strategic opportunities are not missed.

Hear from our clients