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ALTO Investment from Amundi Technology

An integrated platform for asset-liability management in pension and investment funds. Includes portfolio management, performance attribution, risk analytics, and compliance modules with specific ALM capabilities for matching assets to pension liabilities.

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Product analysis by function

Asset-Liability Management Tools for Pension and Investment Management

Specialized software that analyzes and optimizes the relationship between pension liabilities and investment assets, helping to ensure long-term funding adequacy.
More Asset-Liability Management Tools More Pension and Investment Management ...

Data Integration & Aggregation
(13 Yes /13 Known /14 Possible features)

Liability Modeling & Analytics
(0 Yes /0 Known /14 Possible features)

Asset Modeling & Management
(13 Yes /13 Known /13 Possible features)

Asset-Liability Matching & Optimization
(13 Yes /13 Known /13 Possible features)

Risk Analytics
(11 Yes /11 Known /13 Possible features)

Multi-regulation & Reporting
(0 Yes /0 Known /11 Possible features)

Scenario Modeling & Forecasting
(0 Yes /0 Known /10 Possible features)

Performance, Scalability & Security
(0 Yes /0 Known /10 Possible features)

User Experience & Workflow Automation
(1 Yes /1 Known /10 Possible features)

Reporting & Visualization
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

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Multi-source Data Import Supports data extraction from diverse sources (custodians, banks, spreadsheets).		Product description and ALTO documentation confirm integration with custodians, banks, and ability to ingest spreadsheet data.
Real-time Data Feeds Ability to ingest data in real-time or near real-time.		Promotional materials mention real-time or near real-time data feed integration for portfolio and risk monitoring.
Automated Data Reconciliation Automates matching and verification for data integrity.		Feature list states automated reconciliation of positions, transactions, and valuations as a standard function.
Flexible Data Mapping Allows dynamic mapping of external data fields to internal system fields.		Dynamic mapping tools documented in ALTO user guides and API for field-mapping are supported.
Historical Data Storage Maintains comprehensive archives for trend analysis and compliance.		Product supports historical storage for compliance and regulatory look-back, as confirmed on product datasheet.
Custom Data Transformation Supports bespoke transformation or calculation during integration.		Includes configuration for custom data transformations during ETL, per integration documentation.
Scalability Ability to handle increasing data volume without degradation.		No information available
Error Logging & Notification Proactively notifies users of data integration failures or mismatches.		Error logging and automatic notification described as standard feature in user materials.
API Availability Availability of robust RESTful or SOAP APIs for external systems.		Open RESTful API support is advertised for integration with client systems.
Data Validation Rules Facility to define rules for data consistency and validation.		Custom data validation rules can be defined, according to documentation.
Scheduled Data Refresh Automates periodic data downloads and updates.		ALTO Investment allows scheduled data refreshes per documentation.
Ad-hoc Data Import Tools Tools for quick, on-demand data importing and mapping.		Includes tools for ad hoc imports and mapping in its integration toolset.
Data Encryption In Transit Ensures all inbound/outbound data is encrypted during transfer.		End-to-end encryption of data in transit via TLS is confirmed.
Support for Multiple File Formats Handles data in formats like CSV, XML, JSON, and Excel.		Imports/exports in CSV, Excel (XLSX), XML, JSON and others supported as per specifications.

Actuarial Model Library Supports standard and custom actuarial models (e.g., PUC, Projected Unit Credit, Entry Age Normal).		No information available
Customizable Assumptions Edit economic (discount rates, inflation) and demographic (salary increases, mortality) assumptions.		No information available
Scenario Analysis Evaluate liabilities under multiple future economic environments.		No information available
Stochastic Simulations Run Monte Carlo or other probability-based simulations.		No information available
Deterministic Forecasting Generates single-path, point-in-time liability projections.		No information available
Funding Ratio Calculation Calculates funding status and tracks changes over time.		No information available
Sensitivity Analysis Measures impact of small changes to key assumptions.		No information available
Valuation Frequency Maximum frequency for recalculating liabilities.		No information available
Model Calibration Allows calibration of model using historical data.		No information available
Stress Testing Models extreme or adverse scenarios for liabilities.		No information available
ALM Balance Sheet Projections Projects integrated asset and liability cashflows.		No information available
Data Export Ability to export liability forecasts to 3rd party formats.		No information available
Peer Group Benchmarking Compare liability metrics against peer plans or industry averages.		No information available
Dynamic Reporting Dashboards Interactive visualization and reporting for liability analytics.		No information available

Asset Class Support Modeling capabilities for all key asset types (equities, fixed income, alternatives, etc.).		Supports equity, fixed income, alternatives, and derivatives per ALTO Investment solution brief.
Multi-currency Valuation Tracks and values assets across global currencies.		Multi-currency support explicitly mentioned for asset management and reporting.
Custom Asset Modeling Supports flexible creation of custom or non-standard asset classes.		Custom/non-standard asset class modeling is referenced in technical documentation.
Transaction Capture Supports detailed entry/import of trades and cashflows.		Enables detailed import/logging of trades and cash flows in both manual and automated modes.
Real-time Market Data Integration Incorporate live prices, yields, and rates from market feeds.		Integration with live market feeds for price, yields, and rates is described as supported.
Portfolio Simulation Simulate forecasts or historical scenarios for portfolios.		Portfolio simulation for historical and forecast scenarios is a key offering, per product page.
Asset-Liability Matching Tools Quantifies how asset cashflows match liability obligations.		The ALM module is designed specifically for asset-liability matching with quantification.
Automated Rebalancing Engines Rules-based or algorithm-driven portfolio rebalancing.		Automated, algorithm-driven portfolio rebalancing is part of ALTO Investment's toolkit.
Performance Attribution Analysis Identifies sources of return and risk in portfolios.		Performance attribution module breaks down returns and risk, highlighted in product brochure.
Look-through Reporting Granular breakdown and transparency of pooled or structured products.		Look-through reporting offered for pooled and structured products per feature documentation.
Stress Testing Estimates impacts of adverse asset market movements.		Asset stress testing module referenced as a key risk management capability in product overview.
Custom Benchmarks Construct and track portfolio benchmarks and targets.		Custom and composite benchmarks can be created and tracked, as noted in ALTO's specs.
Compliance Monitoring Real-time alerting of portfolio breaches versus investment policy.		Compliance monitoring and real-time breach alerts are a core part of ALTO's compliance module.

Dedicated Cashflow Matching Tools Quantifies, visualizes, and optimizes asset-liability cashflow matches and gaps.		Dedicated cashflow matching visualization and optimization tools outlined in ALM capabilities.
Immunization Strategies Implements and measures duration/contribution matching portfolios.		Immunization strategies and portfolio duration management are available as described in ALM module.
Optimization Solvers Linear/nonlinear optimizers for maximizing funding ratios or minimizing risk.		Optimization solvers for funding ratio maximization and risk minimization highlighted in technical factsheet.
Custom Constraints Optimization engine supports custom client constraints (ESG, illiquidity, allocations).		Optimization engine supports custom constraints: documented for ESG, allocations, and illiquidity.
Dynamic Rebalancing Suggestions Actionable rebalancing recommendations in response to liability and market shifts.		System generates rebalancing recommendations when liability or market changes detected.
Funding status optimization Tools to optimize for full funding or other solvency metrics.		Funding optimization tools referenced specifically for pension solvency/funding objectives.
Hedge Effectiveness Analysis Tracks performance of LDI/liability hedging strategies.		Hedge effectiveness of LDI and other strategies measured and reported per risk and ALM user guides.
What-if Scenario Modeling Analyze asset-liability impact under user-designed scenarios.		What-if modeling of asset-liability impact supported via highly configurable scenario engine.
Liquidity Analysis Quantifies asset liquidity versus liability outflows.		Liquidity analytics tool quantifies asset liquidity vs. short/long-term liability outflows.
Cashflow Coverage Ratio Tracking Ongoing measurement of asset coverage for near-term liabilities.		Tracks and reports cashflow coverage ratios; standard in ALTO ALM.
Multi-Period Optimization Optimization horizon can be set on multiple rebalancing periods.		Multi-period optimization for rebalance horizon documented in optimization engine overview.
Constraint Violation Reporting Reports and explains where optimization fails to meet user or regulatory rules.		Constraint violation reports (explanations of optimization outcomes) available in reporting suite.
Custom Objective Function Support Allows users to define their own optimization objectives.		Custom user-defined optimization objective functions are supported in advanced user settings.

Interest Rate Risk Modeling Quantifies impact of rate changes on liabilities and asset values.		Interest rate risk analytics among principal risk management functions detailed in factsheet.
Longevity Risk Analytics Measures how changes in mortality modify liability projections.		Longevity/mortality analysis included for pension liability projections.
Scenario-based Value at Risk (VaR) Provides VaR estimates at portfolio and total plan level.		Scenario-driven VaR analysis at portfolio and total plan levels is a risk analytics function.
Key Rate Duration Analysis Breakdown of liability sensitivity to specific points on the yield curve.		Key rate duration by yield curve buckets is a documented ALTO feature.
Inflation Risk Modeling Quantifies plan exposure to price and wage inflation.		Inflation risk modeled for both wage and price, crucial to defined benefit plan calculations.
Concentration Risk Analysis Highlights major exposures within asset portfolios.		Risk concentration identified at asset/issuer level, as per risk analytics documentation.
Liquidity Risk Quantification Models risks from asset illiquidity and liability timing mismatches.		Liquidity risk quantification for market/asset liquidity and liability mismatch assessed in ALM module.
Currency Risk Analysis Evaluates risk and hedging needs in global portfolios.		Currency/risk and hedging tool support for multicurrency portfolios referenced throughout ALTO documentation.
Risk Reporting Frequency Maximum frequency for running and reporting risk analytics.		No information available
Custom Risk Metric Support Allow definition of new, user-specific risk measures.		Custom user risk metrics can be defined (advanced risk module capability).
Integrated Stress Testing Combines asset and liability stress tests in unified scenarios.		Asset and liability stress testing in unified and linked scenarios is demonstrated in marketing materials.
ESG Risk Analytics Ability to analyze risks from environmental, social, and governance factors.		ESG factors integrated into risk analytics, as per Amundi sustainability disclosures.
Counterparty Risk Reporting Measures exposures and risks to single or groups of counterparties.		No information available

Compliance Templates Built-in templates and workflows for regulatory requirements (IFRS, US GAAP, Solvency II, etc.).		No information available
Audit Trail Capture Automated tracking of changes, overrides, and approvals within the system.		No information available
Customizable Reporting Engine Design and deploy custom statutory or management reports.		No information available
Automated Regulatory Filings Generates compliant files for e-filing to authorities.		No information available
Data Retention/Archiving Controls Ability to set retention periods and retrieve archived records.		No information available
Multi-jurisdiction Support Simultaneously supports different local and global regimes.		No information available
On-demand Report Generation Users can generate ad-hoc reports for regulators or auditors.		No information available
Role-based Report Access Report access tailored to user’s job function and permissions.		No information available
Automated Alerts for Compliance Deadlines Proactive notification of upcoming filing/reporting deadlines.		No information available
Parameterizable Disclosure Formats Adaptation of outputs to distinct regulatory templates.		No information available
Integrated Document Repository Stores historical and current submissions for easy retrieval.		No information available

User-defined Scenario Inputs Allows creation and editing of custom economic, demographic, and market scenarios.		No information available
Multi-variable Scenario Support Scenarios can include correlations and interdependencies.		No information available
Historical Scenario Replay Re-run actual past market conditions to stress test portfolios.		No information available
Regulatory Scenario Support Supports officially prescribed scenarios for local/global regulatory evaluations.		No information available
Multiple Simulation Methods Monte Carlo, bootstrapping, and other simulation engines integrated.		No information available
Batch Scenario Runs Execute large sets of scenarios in parallel or scheduled batches.		No information available
Scenario Visualization Tools Interactive graphs and tables showing scenario impacts.		No information available
Scenario Export Options Export scenarios and results to external systems or reports.		No information available
Scenario Storage Capacity Maximum number of scenarios stored, retrievable for comparison.		No information available
Scenario Comparison Tools Visually compare impacts from multiple user and system-defined scenarios.		No information available

Concurrent User Support Maximum simultaneous active users supported.		No information available
Batch Processing Speed Throughput for bulk or overnight computations.		No information available
Disaster Recovery Systems Capabilities for backup, failover, and minimal downtime.		No information available
User Role Management Fine-grained access controls by user role and department.		No information available
Audit Logging Permanent logs of user/system actions for security and compliance.		No information available
Single Sign-On (SSO) SSO integration with enterprise authentication providers.		No information available
Data Encryption at Rest All stored data is encrypted and access-controlled.		No information available
Application Response Time Mean latency for on-screen actions under standard load.		No information available
Modular Deployment Deploy only necessary system modules to fit client scale.		No information available
Penetration Testing Certification Regular third-party penetration/security testing performed.		No information available

Intuitive User Interface Easy-to-navigate interface with modern UX design principles.		Modern and intuitive interface highlighted as a differentiator on vendor's product pages.
Customizable Dashboards Users can tailor dashboards to their role and workflow.		No information available
Role-based Workspace Views Workspaces and home screens customized by user authority.		No information available
Task Automation Tools Automate repetitive, rules-driven tasks (e.g., alerts, report generation).		No information available
Bulk Edit/Upload Utility Allows users to import, update, and change data en masse.		No information available
Guided Workflow Templates In-built best-practice workflows for critical processes.		No information available
In-system Notifications Immediate alerts on workflows, completion, errors, or deadlines.		No information available
Approval & Review Chains Automated routing of changes and outputs for sign-off.		No information available
Help & Documentation Portal Full in-platform searchable help, guides, and API documentation.		No information available
System Customization Access User, team, or department can self-serve adjust layouts, terms, and templates.		No information available

Dynamic Interactive Charts Supports charting for assets, liabilities, ALM, and risk analytics.		No information available
Custom Report Builder Drag-and-drop or coded report design and layout tools.		No information available
Scheduled Reports Automate periodic delivery of key reports to distribution lists.		No information available
Export to Multiple Formats Output reports in PDF, Excel, CSV, and XML for stakeholders.		No information available
Role-based Content Personalization Tailors reports depending on user group (board, treasury, audit, etc.).		No information available
Regulatory Disclosure Reports Prepackaged reports mapped to regulatory disclosure formats.		No information available
Audit-ready Reporting Output with full traceability and compliance evidence.		No information available
Customizable Visual Themes Maintain corporate branding and styles in all outputs.		No information available
API-Driven Data Extraction Programmatic data feeds for internal/external BI and analytics tools.		No information available
Large Volume Report Handling High-speed and capacity for large/distributed user bases.		No information available

Comprehensive API Suite Robust, documented APIs for push and pull to/from third-party systems.		No information available
Plug-in/Connector Marketplace Availability of prebuilt connectors to common treasury, accounting, and investment systems.		No information available
Custom Integration Toolkit Embedded support for customer-specific ETL (extract, transform, load) and interface development.		No information available
Data Feed Scheduler Rules engine for automatic periodic data exchanges with other systems.		No information available
Single Sign-on Integration Federated authentication with existing IT infrastructure.		No information available
Webhooks Support Trigger automatic push of selected events/data to other systems.		No information available
Custom Report API Endpoints Expose custom reporting through REST/SOAP services.		No information available
Third-party Authentication Support Integration with OAuth2, SAML and similar standards.		No information available
Integration Monitoring & Audit Monitor and log status of every inbound/outbound integration.		No information available
Sandbox/Test Environments Full-feature dev/test environments for safe experimentation.		No information available

ALTO Investment from Amundi Technology

Product analysis by function

Asset-Liability Management Tools for Pension and Investment Management

Data Integration & Aggregation (13 Yes /13 Known /14 Possible features)

Liability Modeling & Analytics (0 Yes /0 Known /14 Possible features)

Asset Modeling & Management (13 Yes /13 Known /13 Possible features)

Asset-Liability Matching & Optimization (13 Yes /13 Known /13 Possible features)

Risk Analytics (11 Yes /11 Known /13 Possible features)

Multi-regulation & Reporting (0 Yes /0 Known /11 Possible features)

Scenario Modeling & Forecasting (0 Yes /0 Known /10 Possible features)

Performance, Scalability & Security (0 Yes /0 Known /10 Possible features)

User Experience & Workflow Automation (1 Yes /1 Known /10 Possible features)

Reporting & Visualization (0 Yes /0 Known /10 Possible features)

Integration & Extensibility (0 Yes /0 Known /10 Possible features)