Investment Metrics adds liability reporting to its PARis solution

Investment Metrics, a Confluence company, has introduced liability reporting in its Portfolio Analytics and Reporting (PARis) solution, enhancing institutional plan analysis and reducing manual work.

Facts

• The liability reporting feature allows Investment Consultants and Asset Owners to gain a comprehensive view of their Pension plans.
• Asset allocators can track pension benefit obligations, funded status, duration matching analysis, and liability glide path modeling alongside PARis’ existing pension plan asset reporting.
• PARis enables users to enter actuarial data, combined with index data, to deliver institutional-grade liability reporting for asset owner clients.
• European asset allocators can benefit from this feature as it aids in complying with reporting requirements on pension liabilities.
• Damian Handzy, Managing Director of Analytics Division at Confluence, emphasizes the importance of liability-driven investing and the value of PARis’ Liability Reporting capabilities.
• Investment consultants can use PARis to focus on pension obligations, improve consistency in reporting practices, and enhance auditability, preserving reporting integrity.