Pension Tool Kit from Morningstar, Inc.

Provides comprehensive funding risk analysis, investment research, and performance analytics, specifically designed for pension fund managers to assess their funding levels and risk exposure.

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Product analysis by function

Funding Risk Analysis Tools for Risk Management

Specialized software that assesses the risk of funding shortfalls by analyzing the relationship between asset performance, contribution levels, and benefit obligations under various scenarios.
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Data Integration & Input Management
(0 Yes /0 Known /10 Possible features)

Risk Scenario Modeling
(0 Yes /0 Known /11 Possible features)

Funding Ratio & Shortfall Analysis
(0 Yes /0 Known /9 Possible features)

Asset & Liability Modeling
(0 Yes /0 Known /10 Possible features)

Stress Testing & Regulatory Compliance
(0 Yes /0 Known /9 Possible features)

Reporting & Visualization
(0 Yes /0 Known /10 Possible features)

Performance, Scalability & Reliability
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)

Security & Privacy
(0 Yes /0 Known /9 Possible features)

Integration and Interoperability
(0 Yes /0 Known /9 Possible features)

Vendor Support & System Evolution
(0 Yes /0 Known /9 Possible features)

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Multiple Data Source Integration Ability to import data from various financial, actuarial, and market sources (files, APIs, databases).		No information available
Automated Data Validation Automated checks for data completeness, consistency, and accuracy to prevent errors in analysis.		No information available
Historical Data Archiving Secure storage and retrieval of historical data for backtesting and trend analysis.		No information available
Data Update Frequency Frequency at which the system updates its data feeds.		No information available
Custom Data Mapping Flexible mapping and transformation of data fields to match system requirements.		No information available
User Data Import Templates Availability of import templates to streamline regular uploads.		No information available
Audit Trail for Data Changes Tracking and logging of all data edits, sources, and user changes.		No information available
Scalability for Large Datasets System’s capacity to efficiently process large and complex datasets.		No information available
Role-based Data Access Access controls to restrict who can view or modify data inputs.		No information available
Error Reporting & Notification Immediate alerts and documentation when input data fails validation.		No information available

Stochastic Scenario Generation Ability to generate randomized financial, demographic, and economic pathways for robust risk assessment.		No information available
Deterministic Scenario Analysis Allows users to define and analyze specific, user-chosen scenarios.		No information available
Macroeconomic Stress Testing Tests the impact of extreme economic events on funding risk.		No information available
User-Defined Scenario Customization Option to customize key scenario variables (inflation, interest rates, salary growth).		No information available
Simultaneous Scenario Runs Number of scenario paths that can be run in parallel.		No information available
Monte Carlo Simulation Support for Monte Carlo (probabilistic) simulation methods.		No information available
Built-in Pre-defined Scenarios A library of standard economic, regulatory, or actuarial scenarios.		No information available
Historic Replay Capability Ability to replay and analyze past market or funding conditions.		No information available
Correlation Modeling Handles correlation among risk factors (assets, liabilities, macro factors).		No information available
Scenario Visualization Tools Graphical representation of scenario paths for insight and analysis.		No information available
Scenario Storage Capacity Number of scenarios that can be stored for future review and benchmarking.		No information available

Dynamic Funding Ratio Calculation Continuously updates the funding ratio (assets/liabilities) as scenarios evolve.		No information available
Shortfall Probability Estimator Calculates probability of funding ratios falling below specific thresholds.		No information available
Shortfall Magnitude Metrics Quantifies the possible size of a shortfall (deficit severity).		No information available
Time Horizon Flexibility Allows shortfall analysis over multiple user-selectable time periods.		No information available
Funding Level at Risk (FLaR) Estimates the potential negative movement in funding level at a chosen confidence interval.		No information available
Path-dependent Risk Metrics Considers the effect of multi-year scenario sequences on shortfall risk.		No information available
Real-time Recalculation Speed Time taken to update key funding risk indicators upon parameter change.		No information available
Heat Map Visualization Provides heat maps of shortfall probabilities or ratios across scenarios or time.		No information available
Customizable Thresholds User can set custom alert or reporting thresholds on funding ratios.		No information available

Multi-Asset Class Modeling Supports modeling for diverse investments (equities, bonds, alternatives, real estate, etc).		No information available
Custom Asset Return Assumption Flexible specification of expected asset returns, volatilities, and correlations.		No information available
Liability Cash Flow Projection Projects future benefit payments based on plan rules and demographic assumptions.		No information available
Customizable Mortality & Demographic Tables Allows input or adjustment of mortality, retirement, turnover rates.		No information available
Automatic Duration/Convexity Calculation Calculates key duration metrics for assets and liabilities.		No information available
Contribution Policy Modeling Models the impact of user-defined employer and employee contribution strategies.		No information available
Liability Sensitivity Testing Tests how liabilities react to changes in economic and demographic assumptions.		No information available
Asset Allocation Optimization Tools Provides tools for optimizing allocations based on risk/return objectives.		No information available
Frequency of Model Recalibration Indicates how often asset or liability models are recalibrated to new data.		No information available
Support for Liability-Driven Investment (LDI) Strategies Ability to implement and test LDI strategies within risk analysis.		No information available

Custom Stress Test Design Build and run custom stress tests simulating market, regulatory, or credit shocks.		No information available
Built-in Regulatory Templates Pre-configured templates matching local or international pension risk guidelines.		No information available
Compliance Reporting Automatic generation of compliance reports for regulators or trustees.		No information available
Automated Threshold Alerts Automated alerts when risk metrics breach regulatory or internal limits.		No information available
Audit Compliance Logging Tracks all stress tests and compliance checks performed.		No information available
Frequency of Automated Compliance Checks How often the system runs automated compliance or regulatory checks.		No information available
User-Defined Regulatory Rules Allows creation and enforcement of custom compliance rulesets.		No information available
Integration with Regulatory Portals Direct electronic submission of regulatory filings and reports.		No information available
Scenario-based Capital Requirement Calculations Estimates required capital levels under different regulatory stress scenarios.		No information available

Custom Report Builder Allows users to design and generate bespoke risk and funding reports.		No information available
Standard Report Templates Provision of ready-made reports for trustees, management, and regulators.		No information available
Interactive Dashboards Real-time, user-interactive dashboards for monitoring key funding risk indicators.		No information available
Export Formats Support Ability to export reports in various formats (PDF, Excel, CSV, HTML).		No information available
Drill-down Data Exploration Users can dig into underlying data behind reports and graphics.		No information available
Scheduled Report Generation Automation of periodic report creation and distribution.		No information available
In-app Charting & Heatmaps Embedded graphic tools for presenting complex scenario outcomes.		No information available
Real-time Data Refresh Frequency with which displayed data and visualizations update.		No information available
Access-controlled Report Sharing Permissions-based sharing of sensitive or critical reports.		No information available
Narrative Commentary Integration Incorporate written management commentary into reports and dashboards.		No information available

Concurrent User Support Maximum number of users supported simultaneously.		No information available
Calculation Speed Average time to complete a standard funding risk analysis or scenario run.		No information available
99.9% Uptime Guarantee Service availability based on industry standard uptime SLAs.		No information available
Cloud & On-premise Deployment Options Support for both cloud-based and on-premise installations.		No information available
Redundancy & Failover Support High-availability features to prevent downtime or data loss.		No information available
Scalability to Large Asset/Liability Bases Capacity to process and model multi-billion unit asset/liability bases.		No information available
Response Time SLA Service level agreement for user query response time.		No information available
Batch Job Scheduling Support for batch processing of large scenario sets during off-peak hours.		No information available
Automated System Monitoring Internal system checks for performance, throughput, and issue detection.		No information available
Disaster Recovery Plan Documented and tested procedures for system recovery in case of disaster.		No information available

Intuitive User Interface Modern, easy-to-navigate interfaces for financial and non-financial users alike.		No information available
Role-Based Dashboard Customization Dashboards tailored to different roles (CIO, actuary, trustee).		No information available
Mobile Device Compatibility Responsive design or dedicated app for tablet/smartphone use.		No information available
Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.).		No information available
Multi-language Support Availability in several major languages.		No information available
User Training Resources Provision of tutorials, help guides, and training modules.		No information available
User Onboarding Speed Average time for a new user to become proficient in core features.		No information available
Search & Navigation Tools Advanced search and easy navigation between datasets, scenarios, and reports.		No information available
Custom User Preferences Settings/preferences saved for each user profile.		No information available
Context-Sensitive Help Help widgets and tips relevant to screen/action in use.		No information available

End-to-End Data Encryption All stored and transmitted data is encrypted.		No information available
Multi-factor Authentication User logins are protected by at least two-factor authentication.		No information available
Granular Permission Controls Fine-tuned controls for assigning access to data, features, and reports.		No information available
Audit Log of User Activity Comprehensive logging of all user actions for compliance review.		No information available
Regular Security Audits System is subject to regular, documented security assessments.		No information available
Compliance with Data Protection Laws Certification with relevant privacy laws (GDPR, CCPA, etc.).		No information available
Data Retention Policy Management Tools to enforce policy-based data retention and destruction.		No information available
Automatic Session Timeout Inactive users are automatically logged out for security.		No information available
Third-party Vendor Security Vetting Thorough risk reviews for any external data or plugin providers.		No information available

API Availability Comprehensive APIs for data exchange with other systems.		No information available
Standard Data Format Compatibility Support for industry-standard data formats (XML, JSON, Excel).		No information available
Actuarial System Integration Direct connection with external actuarial projection and valuation tools.		No information available
Portfolio Management System Link Bidirectional integration with portfolio management or accounting software.		No information available
Data Import/Export Automation Automated scheduled transfers of data from/to other business systems.		No information available
Plug-in Architecture Easily add additional analysis modules or vendor extensions.		No information available
Support for Single Sign-On (SSO) Allows users to log in via organization’s identity provider.		No information available
Custom Integration Workflow Designer Tools or scripts for building and saving custom integration flows.		No information available
Integration Error Handling & Reporting Automated alerts and logs for failures in data exchange.		No information available

Dedicated Support Channels Access to multi-channel support (email, chat, phone, ticket).		No information available
Service Level Agreement (SLA) Defined commitments for support and system maintenance response times.		No information available
User Community and Knowledge Base Active user forums and searchable documentation.		No information available
Product Roadmap Transparency Publicly shared roadmap of planned system improvements.		No information available
Frequency of Software Updates How often enhancements and patches are released.		No information available
Bug Resolution Turnaround Time Average time to resolve critical bugs or outages.		No information available
On-demand Customization Services Availability of expert help for system customization.		No information available
Multilingual Technical Support Ability to get help in multiple major languages.		No information available
Client-driven Feature Request Portal User portal to submit and track enhancement requests.		No information available

Pension Tool Kit from Morningstar, Inc.

Product analysis by function

Funding Risk Analysis Tools for Risk Management

Data Integration & Input Management (0 Yes /0 Known /10 Possible features)

Risk Scenario Modeling (0 Yes /0 Known /11 Possible features)

Funding Ratio & Shortfall Analysis (0 Yes /0 Known /9 Possible features)

Asset & Liability Modeling (0 Yes /0 Known /10 Possible features)

Stress Testing & Regulatory Compliance (0 Yes /0 Known /9 Possible features)

Reporting & Visualization (0 Yes /0 Known /10 Possible features)

Performance, Scalability & Reliability (0 Yes /0 Known /10 Possible features)

User Experience & Accessibility (0 Yes /0 Known /10 Possible features)

Security & Privacy (0 Yes /0 Known /9 Possible features)

Integration and Interoperability (0 Yes /0 Known /9 Possible features)

Vendor Support & System Evolution (0 Yes /0 Known /9 Possible features)