Access to all key metrics, including asset values, fund performance, hedge ratios, funding, asset allocation, liquidity stress testing and expected versus required returns.
Decide who can access the key metrics that the trustees can see.
Run scenarios to see the impact of new fund managers, changes to asset allocation or the liquidity waterfall on all the key metrics.
Allow the download of asset sensitivities and valuations, and accounting data to those who need them, without incurring extra cost for data provision.
Select who can see historical reports and key investment documentation such as Statement of Investment Principles, Implementation Statements, Report and Accounts, fund manager documents.
The latest and historical asset values
Change the portfolio and see the impact on key metrics
The latest and historical interest rate and inflation hedge ratios
View the impact of market falls, LDI and other capital calls on the portfolio.
