Announcing liability reporting in the Portfolio Analytics and Reporting (PARis) product
Delivering Institutional Investment Consultants and Asset Owners a comprehensive and balanced view of Pension plans
Pittsburgh, PA, September 21, 2023 – Investment Metrics a Confluence company, the leading global provider of investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution. This new capability gives Investment Consultants and Asset Owners a more comprehensive and balanced view of their Pension plans, while significantly improving institutional plan analysis and reducing manual work and errors.
Asset allocators can now report on pension benefit obligations, track funded status, duration matching analysis, and liability glide path modeling alongside PARis suite of pension plan asset reporting. PARis allows users to easily enter actuarial data which is combined with index data to deliver institutional-grade liability reporting for asset owner clients.
With the addition of liability reporting, Confluence’s PARis solution allows users to analyze critical measures of institutional plan performance towards meeting future retirement payment obligations and provide a more robust understanding of their institutional plans. This is especially useful to European asset allocators who are required to report on pension liabilities
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.
Damian Handzy, Managing Director of Analytics Division at Confluence
Investment consultants face a growing need from their stakeholders to focus on pension obligations that support strategic planning and improve consistency and reporting practices. Investment consultants can track historical liabilities without overwriting data, preserving reporting integrity and enhanced auditability. PARis allows financial professionals to focus on analysis and strategic decision-making while improving consistency in reporting practices and making it easier for stakeholders to manage their assets and liabilities.
For more information on the PARis Liability Reporting solution, please visit: invmetrics.com/liability
About Investment Metrics
Investment Metrics, a Confluence company, is a leading global provider of investment analytics, reporting, data, and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, and 910K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, style factor and ESG analysis, competitor and peer analysis, and market and manager research, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. For more information about Investment Metrics, a Confluence company, please visit invmetrics.com.
About Confluence® Technologies
Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with 700+ employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.