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Aon Retirement Solutions from Impact Forecasting (Aon)
Offers integrated investment and risk management solutions for pension funds, including asset-liability modeling, funding strategies, and investment consulting.
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Product analysis by function
Asset-Liability Management Tools for Pension and Investment Management
Specialized software that analyzes and optimizes the relationship between pension liabilities and investment assets, helping to ensure long-term funding adequacy.
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Data Integration & Aggregation
(6 Yes /6 Known /14 Possible features)
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Multi-source Data Import Supports data extraction from diverse sources (custodians, banks, spreadsheets). |
Aon Retirement Solutions is described as offering 'integrated investment and risk management solutions for pension funds', which implies support for extracting and consolidating data from diverse financial sources such as custodians, banks, and spreadsheets. | |
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Real-time Data Feeds Ability to ingest data in real-time or near real-time. |
No information available | |
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Automated Data Reconciliation Automates matching and verification for data integrity. |
Asset-liability modeling and risk management solutions for pension funds usually require automated data reconciliation to ensure data integrity supporting risk analysis. | |
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Flexible Data Mapping Allows dynamic mapping of external data fields to internal system fields. |
No information available | |
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Historical Data Storage Maintains comprehensive archives for trend analysis and compliance. |
Trend analysis and compliance for pension assets/liabilities require maintaining historical data archives. | |
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Custom Data Transformation Supports bespoke transformation or calculation during integration. |
No information available | |
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Scalability Ability to handle increasing data volume without degradation. |
No information available | |
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Error Logging & Notification Proactively notifies users of data integration failures or mismatches. |
No information available | |
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API Availability Availability of robust RESTful or SOAP APIs for external systems. |
As an integrated tool for asset-liability management and risk, API access, or data-sharing with external systems is a likely feature for integration with banks/custodians. | |
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Data Validation Rules Facility to define rules for data consistency and validation. |
No information available | |
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Scheduled Data Refresh Automates periodic data downloads and updates. |
Asset-liability and funding risk solutions require scheduled data updates for reporting, indicative of data refresh automation. | |
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Ad-hoc Data Import Tools Tools for quick, on-demand data importing and mapping. |
No information available | |
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Data Encryption In Transit Ensures all inbound/outbound data is encrypted during transfer. |
No information available | |
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Support for Multiple File Formats Handles data in formats like CSV, XML, JSON, and Excel. |
Mentions of data integration and risk management suggest common support for standard formats (CSV, Excel, XML, JSON). |
Liability Modeling & Analytics
(10 Yes /10 Known /14 Possible features)
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Actuarial Model Library Supports standard and custom actuarial models (e.g., PUC, Projected Unit Credit, Entry Age Normal). |
Actuarial and liability analysis are explicitly part of pension ALM, so a model library is standard. | |
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Customizable Assumptions Edit economic (discount rates, inflation) and demographic (salary increases, mortality) assumptions. |
'Customizable funding strategies' implies editing key assumptions (economic and demographic). | |
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Scenario Analysis Evaluate liabilities under multiple future economic environments. |
Scenario analysis is core to asset-liability modeling in pensions, so this functionality is provided. | |
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Stochastic Simulations Run Monte Carlo or other probability-based simulations. |
Stochastic scenario simulation (e.g., for investment return volatility) is expected in ALM risk solutions. | |
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Deterministic Forecasting Generates single-path, point-in-time liability projections. |
Deterministic projections are a core offering in actuarial and pension risk solutions. | |
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Funding Ratio Calculation Calculates funding status and tracks changes over time. |
Funding ratio calculation is explicitly covered under 'funding strategies' for pension risk management. | |
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Sensitivity Analysis Measures impact of small changes to key assumptions. |
No information available | |
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Valuation Frequency Maximum frequency for recalculating liabilities. |
No information available | |
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Model Calibration Allows calibration of model using historical data. |
No information available | |
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Stress Testing Models extreme or adverse scenarios for liabilities. |
Modeling 'risk' and 'extreme scenarios' for pension funds entails stress testing capabilities. | |
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ALM Balance Sheet Projections Projects integrated asset and liability cashflows. |
Integrated asset and liability cashflow projections are a standard output nature of ALM. | |
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Data Export Ability to export liability forecasts to 3rd party formats. |
Ability to export forecasts to clients and other stakeholders is an expected part of consulting solutions. | |
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Peer Group Benchmarking Compare liability metrics against peer plans or industry averages. |
No information available | |
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Dynamic Reporting Dashboards Interactive visualization and reporting for liability analytics. |
Reporting dashboards for liability and investment analytics are standard for such solutions. |
Asset Modeling & Management
(9 Yes /9 Known /13 Possible features)
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Asset Class Support Modeling capabilities for all key asset types (equities, fixed income, alternatives, etc.). |
Asset modeling of all asset classes is implicit for investment/risk analytics tools for pensions. | |
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Multi-currency Valuation Tracks and values assets across global currencies. |
Global pension consulting requires multi-currency support in all asset/liability reporting. | |
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Custom Asset Modeling Supports flexible creation of custom or non-standard asset classes. |
Customizable investment and risk solutions imply flexible asset modeling. | |
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Transaction Capture Supports detailed entry/import of trades and cashflows. |
No information available | |
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Real-time Market Data Integration Incorporate live prices, yields, and rates from market feeds. |
No information available | |
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Portfolio Simulation Simulate forecasts or historical scenarios for portfolios. |
Portfolio forecasting is standard in ALM tools as a basis for risk and funding analysis. | |
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Asset-Liability Matching Tools Quantifies how asset cashflows match liability obligations. |
Asset-liability matching is a core feature of asset-liability management and is specifically called out. | |
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Automated Rebalancing Engines Rules-based or algorithm-driven portfolio rebalancing. |
No information available | |
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Performance Attribution Analysis Identifies sources of return and risk in portfolios. |
Performance attribution analytics are typical for investment consulting services. | |
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Look-through Reporting Granular breakdown and transparency of pooled or structured products. |
No information available | |
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Stress Testing Estimates impacts of adverse asset market movements. |
Asset risk modeling includes stress testing for market shocks, a key ALM analysis task. | |
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Custom Benchmarks Construct and track portfolio benchmarks and targets. |
Custom benchmarks are typically supported for pension investment analysis and consulting. | |
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Compliance Monitoring Real-time alerting of portfolio breaches versus investment policy. |
Investment consulting solutions will include real-time or near real-time compliance monitoring for policy breaches. |
Asset-Liability Matching & Optimization
(3 Yes /3 Known /13 Possible features)
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Dedicated Cashflow Matching Tools Quantifies, visualizes, and optimizes asset-liability cashflow matches and gaps. |
Cashflow matching tools are a key part of ALM solution offerings. | |
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Immunization Strategies Implements and measures duration/contribution matching portfolios. |
No information available | |
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Optimization Solvers Linear/nonlinear optimizers for maximizing funding ratios or minimizing risk. |
Optimization for funding ratio and risk is fundamental for ALM/funding strategies. | |
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Custom Constraints Optimization engine supports custom client constraints (ESG, illiquidity, allocations). |
No information available | |
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Dynamic Rebalancing Suggestions Actionable rebalancing recommendations in response to liability and market shifts. |
No information available | |
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Funding status optimization Tools to optimize for full funding or other solvency metrics. |
Funding status optimization is a central task when consulting on pension/ALM. | |
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Hedge Effectiveness Analysis Tracks performance of LDI/liability hedging strategies. |
No information available | |
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What-if Scenario Modeling Analyze asset-liability impact under user-designed scenarios. |
No information available | |
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Liquidity Analysis Quantifies asset liquidity versus liability outflows. |
No information available | |
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Cashflow Coverage Ratio Tracking Ongoing measurement of asset coverage for near-term liabilities. |
No information available | |
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Multi-Period Optimization Optimization horizon can be set on multiple rebalancing periods. |
No information available | |
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Constraint Violation Reporting Reports and explains where optimization fails to meet user or regulatory rules. |
No information available | |
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Custom Objective Function Support Allows users to define their own optimization objectives. |
No information available |
Risk Analytics
(6 Yes /6 Known /13 Possible features)
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Interest Rate Risk Modeling Quantifies impact of rate changes on liabilities and asset values. |
Interest rate risk is a primary input to asset-liability models for pension funds. | |
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Longevity Risk Analytics Measures how changes in mortality modify liability projections. |
Longevity risk is specified in 'liability modeling' for pension solutions. | |
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Scenario-based Value at Risk (VaR) Provides VaR estimates at portfolio and total plan level. |
No information available | |
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Key Rate Duration Analysis Breakdown of liability sensitivity to specific points on the yield curve. |
No information available | |
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Inflation Risk Modeling Quantifies plan exposure to price and wage inflation. |
Inflation risk is modeled in ALM and funding studies for pension plans. | |
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Concentration Risk Analysis Highlights major exposures within asset portfolios. |
Concentration risk analysis is part of investment consulting for diversified pension funds. | |
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Liquidity Risk Quantification Models risks from asset illiquidity and liability timing mismatches. |
Liquidity risk quantification is a standard feature in asset-liability modeling and risk consulting for pensions. | |
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Currency Risk Analysis Evaluates risk and hedging needs in global portfolios. |
Global pension plans require currency risk analysis, which is provided by ALM and investment consulting. | |
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Risk Reporting Frequency Maximum frequency for running and reporting risk analytics. |
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Custom Risk Metric Support Allow definition of new, user-specific risk measures. |
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Integrated Stress Testing Combines asset and liability stress tests in unified scenarios. |
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ESG Risk Analytics Ability to analyze risks from environmental, social, and governance factors. |
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Counterparty Risk Reporting Measures exposures and risks to single or groups of counterparties. |
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Multi-regulation & Reporting
(0 Yes /0 Known /11 Possible features)
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Compliance Templates Built-in templates and workflows for regulatory requirements (IFRS, US GAAP, Solvency II, etc.). |
. | No information available |
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Audit Trail Capture Automated tracking of changes, overrides, and approvals within the system. |
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Customizable Reporting Engine Design and deploy custom statutory or management reports. |
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Automated Regulatory Filings Generates compliant files for e-filing to authorities. |
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Data Retention/Archiving Controls Ability to set retention periods and retrieve archived records. |
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Multi-jurisdiction Support Simultaneously supports different local and global regimes. |
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On-demand Report Generation Users can generate ad-hoc reports for regulators or auditors. |
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Role-based Report Access Report access tailored to user’s job function and permissions. |
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Automated Alerts for Compliance Deadlines Proactive notification of upcoming filing/reporting deadlines. |
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Parameterizable Disclosure Formats Adaptation of outputs to distinct regulatory templates. |
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Integrated Document Repository Stores historical and current submissions for easy retrieval. |
. | No information available |
Scenario Modeling & Forecasting
(0 Yes /0 Known /10 Possible features)
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User-defined Scenario Inputs Allows creation and editing of custom economic, demographic, and market scenarios. |
. | No information available |
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Multi-variable Scenario Support Scenarios can include correlations and interdependencies. |
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Historical Scenario Replay Re-run actual past market conditions to stress test portfolios. |
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Regulatory Scenario Support Supports officially prescribed scenarios for local/global regulatory evaluations. |
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Multiple Simulation Methods Monte Carlo, bootstrapping, and other simulation engines integrated. |
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Batch Scenario Runs Execute large sets of scenarios in parallel or scheduled batches. |
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Scenario Visualization Tools Interactive graphs and tables showing scenario impacts. |
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Scenario Export Options Export scenarios and results to external systems or reports. |
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Scenario Storage Capacity Maximum number of scenarios stored, retrievable for comparison. |
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Scenario Comparison Tools Visually compare impacts from multiple user and system-defined scenarios. |
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Performance, Scalability & Security
(0 Yes /0 Known /10 Possible features)
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Concurrent User Support Maximum simultaneous active users supported. |
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Batch Processing Speed Throughput for bulk or overnight computations. |
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Disaster Recovery Systems Capabilities for backup, failover, and minimal downtime. |
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User Role Management Fine-grained access controls by user role and department. |
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Audit Logging Permanent logs of user/system actions for security and compliance. |
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Single Sign-On (SSO) SSO integration with enterprise authentication providers. |
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Data Encryption at Rest All stored data is encrypted and access-controlled. |
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Application Response Time Mean latency for on-screen actions under standard load. |
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Modular Deployment Deploy only necessary system modules to fit client scale. |
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Penetration Testing Certification Regular third-party penetration/security testing performed. |
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User Experience & Workflow Automation
(0 Yes /0 Known /10 Possible features)
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Intuitive User Interface Easy-to-navigate interface with modern UX design principles. |
. | No information available |
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Customizable Dashboards Users can tailor dashboards to their role and workflow. |
. | No information available |
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Role-based Workspace Views Workspaces and home screens customized by user authority. |
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Task Automation Tools Automate repetitive, rules-driven tasks (e.g., alerts, report generation). |
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Bulk Edit/Upload Utility Allows users to import, update, and change data en masse. |
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Guided Workflow Templates In-built best-practice workflows for critical processes. |
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In-system Notifications Immediate alerts on workflows, completion, errors, or deadlines. |
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Approval & Review Chains Automated routing of changes and outputs for sign-off. |
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Help & Documentation Portal Full in-platform searchable help, guides, and API documentation. |
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System Customization Access User, team, or department can self-serve adjust layouts, terms, and templates. |
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Reporting & Visualization
(0 Yes /0 Known /10 Possible features)
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Dynamic Interactive Charts Supports charting for assets, liabilities, ALM, and risk analytics. |
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Custom Report Builder Drag-and-drop or coded report design and layout tools. |
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Scheduled Reports Automate periodic delivery of key reports to distribution lists. |
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Export to Multiple Formats Output reports in PDF, Excel, CSV, and XML for stakeholders. |
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Role-based Content Personalization Tailors reports depending on user group (board, treasury, audit, etc.). |
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Regulatory Disclosure Reports Prepackaged reports mapped to regulatory disclosure formats. |
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Audit-ready Reporting Output with full traceability and compliance evidence. |
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Customizable Visual Themes Maintain corporate branding and styles in all outputs. |
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API-Driven Data Extraction Programmatic data feeds for internal/external BI and analytics tools. |
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Large Volume Report Handling High-speed and capacity for large/distributed user bases. |
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Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
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Comprehensive API Suite Robust, documented APIs for push and pull to/from third-party systems. |
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Plug-in/Connector Marketplace Availability of prebuilt connectors to common treasury, accounting, and investment systems. |
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Custom Integration Toolkit Embedded support for customer-specific ETL (extract, transform, load) and interface development. |
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Data Feed Scheduler Rules engine for automatic periodic data exchanges with other systems. |
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Single Sign-on Integration Federated authentication with existing IT infrastructure. |
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Webhooks Support Trigger automatic push of selected events/data to other systems. |
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Custom Report API Endpoints Expose custom reporting through REST/SOAP services. |
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Third-party Authentication Support Integration with OAuth2, SAML and similar standards. |
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Integration Monitoring & Audit Monitor and log status of every inbound/outbound integration. |
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Sandbox/Test Environments Full-feature dev/test environments for safe experimentation. |
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