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
“We use Asset Liability Suite across our UK Pension fund fiduciary management client base to monitor our client’s funding positions on a daily basis and implement de-risking strategies based on funding level triggers. Asset Liability Suite gives us robust and up-to-date monitoring of assets and liabilities we can rely on for the management and governance oversight of our client’s pension funds.”
Willis Towers Watson
Delegated Investment Team
“We use Asset Liability Suite to monitor the schemes’ funding positions, which can now be obtained instantly. A key function of Asset Liability Suite is to help measure progress against the schemes’ journey plans – for example, the triggers module plays an important part in this because it gives an early alert for de-risking and investment strategy decisions that may need to be taken. In addition, the risk module supplements the regular reporting of key risk statistics.”
Lloyds Banking Group
Pension Investment and Finance Team
