Conning - FIRM® Portfolio Analyzer
Type of system
- Asset/liability management
- Capital modelling
- Economic / risk scenario generator
- Internal/external reporting
- Portfolio analysis/hedging
- Solvency II solution
- Stress and scenario testing
- Strategic Asset Allocation
Type of platform
- Cloud
- Desktop-based
- Grid
- SaaS
- Server-based
- Web-based
Other features
- Solvency II internal model
Has the product an open API? Yes / No?
Yes
What are the typical implementation costs for your product?
The annual subscription fee depends upon the required software features, the number of users, and the range of economies to be modelled.
How long does your product take to implement on site?
The software can be downloaded, installed, and licensed in less than an hour. Built-in standard templates allow for comprehensive single-/multiple-economy scenarios to be generated immediately.
Please name companies that use the system/product
We do not disclose the names of specific clients. Conning's risk modelling software is used by approximately 100 clients, including several of the "top 10" insurers in North America, Europe, and Asia.
Product summary: Please summarise your product’s key points for re/insurers in no more than 100 words.
Conning’s FIRM® Portfolio Analyzer combines a state-of-the-art economic scenario generator with sophisticated asset-liability modelling to provide clients with a deeper insight into their portfolio, offering:
- ESG integration by design
- Security-level prices and cash flows; new securities issued at par throughout the projection
- Cash, economic, GAAP, IFRS, and HGB accounting
- Sophisticated trading rules: cash flow, duration, proportional, etc.
- Management actions can be based on liability cash flows, shortfall, solvency ratio, and other metrics.
Website
www.conning.com/software-and-services/portfolio-analysis