US consultant Callan Associates has adopted RiskFirst’s real-time analytics and reporting platform, PFaroe.  

The system will be used by Callan’s capital markets research group to help plan sponsors with their strategic planning, asset allocation and asset/liability studies, aiding the implementation of effective investment strategies and de-risking solutions. 

“More and more of our clients are implementing derisking flight plans and, in this respect, analytics are vital in enabling them to better monitor their funded status and decide when to execute changes in strategy,” says Jay Kloepfer, director of capital market and alternatives research at Callan.

“We view PFaroe as a major step forward in the analytics we can offer, allowing us to perform more frequent and deeper simulation modelling, so that we have a real handle on clients’ risk positions. This puts us in a far stronger position to implement solutions and then monitor their success.”

PFaroe’s capabilities will be used to complement Callan’s proprietary analytical platform, which has been managed in-house since the firm was founded in 1973.

"The breadth and depth of analytics provided by PFaroe, combined with its user-friendly interface, enables our clients to grasp the true enterprise-wide impact of their pension plans,” added Kloepfer.