Whatever the weather, see it coming.

Forewarned is forearmed. Markets are constantly changing, so the best way to keep a handle on your next move is by seeing what is on the horizon, and the potential impact and opportunities that come from it. That way, you can ensure when you act, you do so to the optimum benefit for your investments and balance sheet.

Assess the future impact of your overall strategy

  • Run unique and automated “what if” scenarios of market data and positions
  • Forecast across all assets, including Alternative Investments
  • Forecast assets and cash for different periods (e.g. monthly, yearly, up to 99 years)
  • Rebalance current portfolio against a future Target Asset Allocation
  • Consider different reinvestment rules, supporting passive and active reinvestment strategies
  • Fulfil your current and future capital requirements according to Solvency II/ORSA

Evaluate the future fiscal impact of the chosen strategy

  • Automate simulation of financial postings for forecasted scenarios
  • Gain consistency in accounting forecasting by using strong Accounting Book of Record (ABOR) capabilities
  • Forecast multiple generally accepted accounting principles (GAAPs) in parallel
  • Forecast portfolio yield on single security level, as well as on aggregated level

One consolidated point of reference for your entire organization

  • Get a comprehensive view of assets and liabilities with easy import of liability cash flows
  • Adapt to your own forecasting expectations with fast import of external data
  • Extract transparent calculation data for stakeholder reports
Product Management

Cash, Investment and Investment Forecasting

Provide qualified estimates of what the future might bring

Who will benefit from Investment Forecasting?

  • Better support for managing expensive capital requirements, such as SCR Market Risk figures as required by Solvency II
  • Monitor and analyze long-term liquidity for both assets and liabilities
  • Access impact of your chosen strategy on income statement and balance sheet
  • Be better prepared by applying unique “what if” scenarios and future target asset allocations for your forecasting 
  • Make better investment decisions by analyzing how your current strategy performs in a passive or active scenario 
  • Forecast how your current and future strategy can deliver on the returns to meet the requirements from the investors or the liability department of the insurance or pension plan 
  • Improve operational efficiency
  • Decrease manual efforts and risk 
  • Get a visual representation of your data with intuitive dashboard
  • Be prepared for the future by monitoring different “what if” scenarios more frequently
  • Provide transparent risk reporting
  • Spend more time on the analysis of the forecasting results, than on the production process
Get in touch

We can help with your investment forecasting.

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