Asset Liability Suite - Strategy Planner Module

Key Functions and Benefits

1. 01

   Flexible analytics

   Strategy Planner provides sophisticated and flexible analytics for analysing risk, journey planning and supporting portfolio construction in order to support decision making.

2. 02

   Generate realistic distributions

   Strategy Planner is powered by WTW’s sophisticated Economic Scenario Generator which generates realistic distributions of economic quantities and projected asset returns, capturing long- and short-term risks, extreme risks and tail events.

3. 03

   Project

   The key feature of Strategy Planner is its ability to project assets and liabilities over many years under a range of economic scenarios, enabling the projection of a range of outcomes and an assessment of their probability.

4. 04

   Flexible inputs

   Flexible user-defined inputs (multiple bases, economic models, asset allocations and contribution schedules) and outputs (including a full range of statistics on funding level, deficit, asset returns and many more) mean the tool is extremely versatile in its uses.

5. 05

   Journey planning

   Strategy Planner enables you to determine where your scheme is heading and what you can do about it. Determine what the chances are that you will meet your objectives under your current strategy or an alternative.

6. 06

   ‘What-if?’

   You can use Strategy Planner to find out how robust your portfolio is, to changes in contributions, changes in economic assumptions and economic shocks?

7. 07

   Portfolio construction

   Strategy Planner helps you determine the risk and return trade-offs you need to consider when constructing our portfolio.

8. 08

   Make decisions with confidence

   Sophisticated liability modelling, combined with realistic and market-consistent economic projections, capture extreme risks allowing you to use the results from Strategy Planner to change your strategic direction with confidence.