Riskalyze, a risk analytics vendor, and investment research provider, Morningstar, report that they have integrated their wares so that “up-to-date account data from Morningstar Office” can be fed into Riskalyze software on a nightly basis. Advisors that have Riskalyze, maker of Risk Number, and Morningstar Office can access their Morningstar Office client information from within… Read More >>
Cambridge Associates to Use PFaroe in the U.K.
Cambridge Associates, an investment advisor to institutional investors and private clients, is expanding its use of PFaroe, RiskFirst’s real-time analytics and reporting platform, to its interests in the United Kingdom, officials say. Cambridge adopted the platform in the U.S. in August 2014, according to a RiskFirst statement, which characterizes PFaroe as a “comprehensive suite of… Read More >>
Callan Associates Adopts RiskFirst’s PFaroe
Callan Associates, an investment consultancy firm, reports that it will use PFaroe, RiskFirst’s web-based pensions risk analytics platform, to “help institutional investors conduct asset allocation and asset/liability studies, as well as implement optimal investment strategies and de-risking solutions,” such as flight plans. In this context, a flight plan is simply a long-term business plan for… Read More >>
Cambridge Associates Signs On for New Risk Analytics
Cambridge Associates, a private-client and institutional investment advisor, reports an arrangement with RiskFirst (formerly PensionsFirst), a provider of risk analytics and reporting to the defined benefit pensions market, that will add PFaroe, RiskFirst’s web-based risk analytics platform, to Cambridge’s capabilities. “PFaroe allows on-demand stress testing of multiple scenarios to assist plan sponsors in reviewing complex… Read More >>
