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Solutions for Asset Managers

Model both sides of the balance sheet to maximize your returns

Asset Managers for Insurance companies have critical roles in optimizing investment decisions while minimizing financial risks for their clients. The challenge, however, is that many modeling tools are ineffective at modeling both assets and liabilities, which impacts your ability to provide the depth of asset management services your clients require.

ADVISE™ - Advanced Stochastic Modeling

Now there is an effective way to model both sides of the balance sheet for a holistic view of a company that enables full asset-liability strategy development in a whole company context, giving you a new opportunity to offer your clients a more comprehensive asset management service. Licensing DFA’s breakthrough analytics tool ADVISE™ (Advanced Decision and Value Simulation Engine) enables Asset Managers to optimize investments for competitive advantage.

Combined with sophisticated analytics, a state-of-the-art economic scenario generator (GEMS™), and board quality reporting, ADVISE provides users with capabilities unparalleled in the industry. What’s more, this scalable software platform delivers total company modeling with the ability to incorporate management decisions and business rules to better reflect real-world actions and to give you better visibility into unknown risks.

ADVISE is a multi-user platform that facilitates sharing models and results within a team and enables the development and simulation of large-scale models with large numbers of scenarios and/or time periods. The model can be easily customizable for numbers of segments and model points, statistical distributions for insurance models, types of reinsurance contracts, interaction of treaties, group structure, and determination of dynamic strategies. All this, and more.

Optimize Financial Decision-Making

ADVISE enables you to optimize investment decision-making for your client’s business with powerful applications:

ADVISE – Asset Liability Management: Model both assets and liabilities and the feedback loops between them to design the optimum investment and hedging strategy for your company.
GEMS™ – Economic Scenario Generation: Simulates a company’s operating environment, providing a common economic modeling framework across the enterprise to ensure consistency.

Benefit from ADVISE Asset Accounting

ADVISE provides a comprehensive range of asset classes and full accounting functionality including IFRS, HGB and U.S. GAAP accounting, which saves you programming time and simplifies the ability to compare accounting regimes. Additionally, the robust capabilities included in ADVISE allow you to work with an optimal representative portfolio, e.g., for ALM, or with a full asset portfolio to do more effective business planning.

Learn more about partnering with DFA for your Asset Management business to give you the competitive edge.

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