Investment Metrics, a subsidiary of Confluence and a leader in investment analytics, reporting, and data solutions, has announced a new product.
This introduction revolves around the increasing need in the market for more reliable and efficient liability reporting tools. As pension plans evolve and face challenges due to fluctuating interest rates and funding levels, the necessity for enhanced tools becomes even more pressing.
A detailed look into Investment Metrics reveals it’s not just another player in the game. It stands at the forefront of delivering top-tier investment analytics and reporting solutions across the globe. Their data-driven approach aids in making informed decisions for asset and investment managers.
The new product feature, liability reporting, is integrated into their acclaimed Portfolio Analytics and Reporting (PARis) solution. This capability empowers Investment Consultants and Asset Owners to gain a deeper, more balanced perspective of their Pension plans. The tools provided under this feature, such as pension benefit obligations tracking, funded status, duration matching analysis, and liability glide path modelling, all combine to significantly streamline institutional plan analysis and reduce manual work and errors.
Incorporating liability reporting in the PARis solution is more than just an upgrade; it’s a transformation. This feature aids users in gauging vital aspects of institutional plan performance, ensuring that future retirement payment obligations are met. European asset allocators, in particular, will find this tool indispensable, as they are mandated to provide reports on pension liabilities.
Damian Handzy, Managing Director of Analytics Division at Confluence, shared his insights on the product, “Liability-driven investing has been a strong focus for pension plans over the last few years due to interest rate and funding level changes. With PARis’s Liability Reporting capabilities, institutional groups can present a more holistic and accurate view of pension plans to their stakeholders through our fully automated and highly scalable process.”
In today’s rapidly evolving investment landscape, stakeholders demand more accountability from consultants, especially concerning pension obligations that support strategic planning. Investment Metrics’ PARis solution aids in tracking historical liabilities, ensuring consistent reporting practices, preserving reporting integrity, and enhancing auditability. Essentially, it frees up financial professionals to focus on in-depth analysis and strategic decision-making, making it simpler for stakeholders to efficiently manage their assets and liabilities.
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