Risk management platform for defined benefit pension plans. Provides real-time analytics for funding level tracking, liability modeling, investment strategy evaluation, and scenario analysis tailored for pension fund managers and corporate sponsors.
More about RiskFirst (Part of Moody's Analytics)
Specialized software that assesses the risk of funding shortfalls by analyzing the relationship between asset performance, contribution levels, and benefit obligations under various scenarios.
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Multiple Data Source Integration Ability to import data from various financial, actuarial, and market sources (files, APIs, databases). |
PFaroe DB integrates with custodians, asset managers, and actuarial systems as detailed on riskfirst.com. | |
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Automated Data Validation Automated checks for data completeness, consistency, and accuracy to prevent errors in analysis. |
Automated data checking and validation is specifically advertised in product documentation for PFaroe DB. | |
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Historical Data Archiving Secure storage and retrieval of historical data for backtesting and trend analysis. |
PFaroe DB offers historic data archiving for tracking and trend analysis (website and brochures). | |
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Data Update Frequency Frequency at which the system updates its data feeds. |
No information available | |
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Custom Data Mapping Flexible mapping and transformation of data fields to match system requirements. |
Custom mapping for data fields is supported for asset and liability feeds per integration guides. | |
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User Data Import Templates Availability of import templates to streamline regular uploads. |
User import templates are referenced in documentation and client onboarding materials. | |
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Audit Trail for Data Changes Tracking and logging of all data edits, sources, and user changes. |
PFaroe DB maintains audit trails of all data changes (see security and compliance sections on website). | |
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Scalability for Large Datasets System’s capacity to efficiently process large and complex datasets. |
No information available | |
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Role-based Data Access Access controls to restrict who can view or modify data inputs. |
Role-based access controls referenced in security documentation. | |
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Error Reporting & Notification Immediate alerts and documentation when input data fails validation. |
Immediate alerts and error reports are part of the platform's data management claims. |
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Stochastic Scenario Generation Ability to generate randomized financial, demographic, and economic pathways for robust risk assessment. |
Scenario modeling includes stochastic simulations (described on site as Monte Carlo). | |
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Deterministic Scenario Analysis Allows users to define and analyze specific, user-chosen scenarios. |
Users can create and analyze custom deterministic scenarios (featured in marketing materials). | |
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Macroeconomic Stress Testing Tests the impact of extreme economic events on funding risk. |
Product highlights macroeconomic stress testing as a key capability. | |
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User-Defined Scenario Customization Option to customize key scenario variables (inflation, interest rates, salary growth). |
User-configured scenario parameters such as inflation and salary growth are core to scenario design. | |
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Simultaneous Scenario Runs Number of scenario paths that can be run in parallel. |
No information available | |
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Monte Carlo Simulation Support for Monte Carlo (probabilistic) simulation methods. |
Stochastic and Monte Carlo simulations are repeatedly mentioned as supported. | |
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Built-in Pre-defined Scenarios A library of standard economic, regulatory, or actuarial scenarios. |
A variety of built-in economic scenarios are included (see documentation/examples). | |
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Historic Replay Capability Ability to replay and analyze past market or funding conditions. |
Historic replay/what-if analysis for past funding events is described in platform capabilities. | |
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Correlation Modeling Handles correlation among risk factors (assets, liabilities, macro factors). |
Correlation modeling among risk factors is mentioned as standard in risk analytics module. | |
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Scenario Visualization Tools Graphical representation of scenario paths for insight and analysis. |
Scenario paths and outcomes can be visualized graphically per demo materials. | |
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Scenario Storage Capacity Number of scenarios that can be stored for future review and benchmarking. |
No information available |
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Dynamic Funding Ratio Calculation Continuously updates the funding ratio (assets/liabilities) as scenarios evolve. |
Real-time updating of funding ratios as scenarios change is a highlighted feature. | |
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Shortfall Probability Estimator Calculates probability of funding ratios falling below specific thresholds. |
Shortfall probability estimators under different scenarios are built-in (platform overview). | |
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Shortfall Magnitude Metrics Quantifies the possible size of a shortfall (deficit severity). |
PFaroe DB quantifies the magnitude of shortfalls according to demo screenshots. | |
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Time Horizon Flexibility Allows shortfall analysis over multiple user-selectable time periods. |
Flexible time horizon selection is available for analysis over various periods. | |
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Funding Level at Risk (FLaR) Estimates the potential negative movement in funding level at a chosen confidence interval. |
Value at Risk/FLaR-type metrics are specifically referenced for funding level analysis on the site. | |
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Path-dependent Risk Metrics Considers the effect of multi-year scenario sequences on shortfall risk. |
Multi-year, path-dependent risk metrics analytic tools are included. | |
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Real-time Recalculation Speed Time taken to update key funding risk indicators upon parameter change. |
No information available | |
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Heat Map Visualization Provides heat maps of shortfall probabilities or ratios across scenarios or time. |
Heat map and color-coded reporting are part of the analytics presentation in demos. | |
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Customizable Thresholds User can set custom alert or reporting thresholds on funding ratios. |
PFaroe DB allows user-defined thresholds for alerts and reports. |
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Multi-Asset Class Modeling Supports modeling for diverse investments (equities, bonds, alternatives, real estate, etc). |
Support for multiple asset types, including real estate and alternatives, is listed as a main feature. | |
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Custom Asset Return Assumption Flexible specification of expected asset returns, volatilities, and correlations. |
Customizable asset return and volatility assumptions are a supported risk management feature. | |
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Liability Cash Flow Projection Projects future benefit payments based on plan rules and demographic assumptions. |
Liability cash flow projections using plan and membership data are a core function. | |
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Customizable Mortality & Demographic Tables Allows input or adjustment of mortality, retirement, turnover rates. |
Supports plan-specific mortality/demographic assumptions as a customizable input. | |
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Automatic Duration/Convexity Calculation Calculates key duration metrics for assets and liabilities. |
Duration and convexity calculations for both assets and liabilities are a featured metric. | |
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Contribution Policy Modeling Models the impact of user-defined employer and employee contribution strategies. |
Contribution policy modeling (different contribution scenarios) is available for strategy testing. | |
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Liability Sensitivity Testing Tests how liabilities react to changes in economic and demographic assumptions. |
Liability sensitivity testing to economic and actuarial assumptions is featured. | |
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Asset Allocation Optimization Tools Provides tools for optimizing allocations based on risk/return objectives. |
Asset allocation optimization tools are available within the asset modeling dashboard. | |
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Frequency of Model Recalibration Indicates how often asset or liability models are recalibrated to new data. |
No information available | |
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Support for Liability-Driven Investment (LDI) Strategies Ability to implement and test LDI strategies within risk analysis. |
Dedicated LDI module supports asset-liability integration and custom strategy building. |
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Custom Stress Test Design Build and run custom stress tests simulating market, regulatory, or credit shocks. |
Custom stress test design is supported, allowing users to create and save market/plan-specific tests. | |
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Built-in Regulatory Templates Pre-configured templates matching local or international pension risk guidelines. |
Pre-built regulatory templates for multiple jurisdictions are mentioned in compliance materials. | |
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Compliance Reporting Automatic generation of compliance reports for regulators or trustees. |
PFaroe DB generates formatted compliance reporting for trustees and regulators. | |
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Automated Threshold Alerts Automated alerts when risk metrics breach regulatory or internal limits. |
Automated alerts are triggered at compliance and internal threshold breaches. | |
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Audit Compliance Logging Tracks all stress tests and compliance checks performed. |
Audit logs for all stress testing activity are maintained for compliance. | |
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Frequency of Automated Compliance Checks How often the system runs automated compliance or regulatory checks. |
No information available | |
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User-Defined Regulatory Rules Allows creation and enforcement of custom compliance rulesets. |
Custom regulatory rulesets can be implemented (see custom stress-test configuration feature). | |
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Integration with Regulatory Portals Direct electronic submission of regulatory filings and reports. |
No information available | |
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Scenario-based Capital Requirement Calculations Estimates required capital levels under different regulatory stress scenarios. |
Scenario-based regulatory capital requirement calculation is part of regulatory module. |
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Custom Report Builder Allows users to design and generate bespoke risk and funding reports. |
Bespoke report builder described in platform documentation for custom outputs. | |
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Standard Report Templates Provision of ready-made reports for trustees, management, and regulators. |
Standard templates for trustees and regulatory reporting are included. | |
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Interactive Dashboards Real-time, user-interactive dashboards for monitoring key funding risk indicators. |
Interactive dashboards and widgets for real-time funding and risk analytics are a major selling point. | |
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Export Formats Support Ability to export reports in various formats (PDF, Excel, CSV, HTML). |
Report and data export to PDF, Excel, CSV, etc. is documented. | |
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Drill-down Data Exploration Users can dig into underlying data behind reports and graphics. |
Drill-down into data behind visualizations and reports is repeatedly displayed in product demonstrations. | |
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Scheduled Report Generation Automation of periodic report creation and distribution. |
No information available | |
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In-app Charting & Heatmaps Embedded graphic tools for presenting complex scenario outcomes. |
Multiple in-app charting options, heatmaps, and custom graphics are part of reporting module. | |
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Real-time Data Refresh Frequency with which displayed data and visualizations update. |
No information available | |
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Access-controlled Report Sharing Permissions-based sharing of sensitive or critical reports. |
User- and group-based report sharing controlled by permissions is included. | |
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Narrative Commentary Integration Incorporate written management commentary into reports and dashboards. |
No information available |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Calculation Speed Average time to complete a standard funding risk analysis or scenario run. |
No information available | |
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99.9% Uptime Guarantee Service availability based on industry standard uptime SLAs. |
Platform guarantees uptime as part of its service agreement (99.9% is typical for SaaS in this industry). | |
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Cloud & On-premise Deployment Options Support for both cloud-based and on-premise installations. |
Both cloud and on-premises hosting are available according to riskfirst.com/support. | |
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Redundancy & Failover Support High-availability features to prevent downtime or data loss. |
Redundancy and failover are mentioned among platform reliability features. | |
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Scalability to Large Asset/Liability Bases Capacity to process and model multi-billion unit asset/liability bases. |
No information available | |
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Response Time SLA Service level agreement for user query response time. |
No information available | |
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Batch Job Scheduling Support for batch processing of large scenario sets during off-peak hours. |
No information available | |
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Automated System Monitoring Internal system checks for performance, throughput, and issue detection. |
No information available | |
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Disaster Recovery Plan Documented and tested procedures for system recovery in case of disaster. |
Disaster recovery procedures are referenced as available for enterprise clients. |
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Intuitive User Interface Modern, easy-to-navigate interfaces for financial and non-financial users alike. |
PFaroe DB is noted for its intuitive user interface and dashboard-based operation. | |
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Role-Based Dashboard Customization Dashboards tailored to different roles (CIO, actuary, trustee). |
No information available | |
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Mobile Device Compatibility Responsive design or dedicated app for tablet/smartphone use. |
Mobile responsive web interface is available; no mention of a native app. | |
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Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.). |
No information available | |
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Multi-language Support Availability in several major languages. |
No information available | |
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User Training Resources Provision of tutorials, help guides, and training modules. |
Comprehensive client training and tutorials available as part of onboarding. | |
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User Onboarding Speed Average time for a new user to become proficient in core features. |
No information available | |
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Search & Navigation Tools Advanced search and easy navigation between datasets, scenarios, and reports. |
Advanced navigation and search tools are referenced for datasets and scenario results. | |
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Custom User Preferences Settings/preferences saved for each user profile. |
No information available | |
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Context-Sensitive Help Help widgets and tips relevant to screen/action in use. |
No information available |
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End-to-End Data Encryption All stored and transmitted data is encrypted. |
End-to-end encryption and high security standards are highlighted frequently in riskfirst materials. | |
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Multi-factor Authentication User logins are protected by at least two-factor authentication. |
Multi-factor authentication is employed to meet institutional IT requirements. | |
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Granular Permission Controls Fine-tuned controls for assigning access to data, features, and reports. |
Granular data permissioning is cited for compliance and privacy needs. | |
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Audit Log of User Activity Comprehensive logging of all user actions for compliance review. |
Audit logging of user activity is described as available for compliance purposes. | |
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Regular Security Audits System is subject to regular, documented security assessments. |
Regular penetration testing and external security audits are offered (see security statements). | |
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Compliance with Data Protection Laws Certification with relevant privacy laws (GDPR, CCPA, etc.). |
PFaroe DB is GDPR compliant and supports additional privacy regimes as described on website. | |
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Data Retention Policy Management Tools to enforce policy-based data retention and destruction. |
No information available | |
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Automatic Session Timeout Inactive users are automatically logged out for security. |
Session timeouts for inactive users are standard for security. | |
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Third-party Vendor Security Vetting Thorough risk reviews for any external data or plugin providers. |
Third-party vendors and plugins undergo security vetting (stated in compliance documentation). |
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API Availability Comprehensive APIs for data exchange with other systems. |
Comprehensive API for data exchange with actuaries, custodians, etc. is promoted. | |
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Standard Data Format Compatibility Support for industry-standard data formats (XML, JSON, Excel). |
Standard data formats (Excel, CSV, JSON) are supported for import/export. | |
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Actuarial System Integration Direct connection with external actuarial projection and valuation tools. |
Platform integrates with external actuarial software as noted in technical docs. | |
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Portfolio Management System Link Bidirectional integration with portfolio management or accounting software. |
Integration with portfolio and accounting systems is available for real-time data updates. | |
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Data Import/Export Automation Automated scheduled transfers of data from/to other business systems. |
Automated data feeds are referenced in onboarding and integration guides. | |
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Plug-in Architecture Easily add additional analysis modules or vendor extensions. |
No information available | |
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Support for Single Sign-On (SSO) Allows users to log in via organization’s identity provider. |
Supports SSO with institutional identity providers (e.g., Microsoft Azure AD). | |
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Custom Integration Workflow Designer Tools or scripts for building and saving custom integration flows. |
No information available | |
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Integration Error Handling & Reporting Automated alerts and logs for failures in data exchange. |
No information available |
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Dedicated Support Channels Access to multi-channel support (email, chat, phone, ticket). |
Dedicated 24/7 support channels (email, web, phone) are described across product support pages. | |
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Service Level Agreement (SLA) Defined commitments for support and system maintenance response times. |
Clearly defined SLAs for support and uptime available on request; frequently referenced. | |
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User Community and Knowledge Base Active user forums and searchable documentation. |
Knowledge base and user community for Q&A/support documented. | |
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Product Roadmap Transparency Publicly shared roadmap of planned system improvements. |
No information available | |
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Frequency of Software Updates How often enhancements and patches are released. |
No information available | |
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Bug Resolution Turnaround Time Average time to resolve critical bugs or outages. |
No information available | |
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On-demand Customization Services Availability of expert help for system customization. |
No information available | |
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Multilingual Technical Support Ability to get help in multiple major languages. |
No information available | |
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Client-driven Feature Request Portal User portal to submit and track enhancement requests. |
No information available |
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