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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.
Other Pension and Investment Management

ALTO Investment
By: Amundi Technology
https://technology.amundi.com/solutions/alto-investment
An integrated platform for asset-liability management in pension and investment funds. Includes portfolio management, performance attribution, risk analytics, and compliance modules with specific ALM capabilities for matching assets to pension liabilities.

Aon Retirement Solutions
By: Impact Forecasting (Aon)
https://www.aon.com/solutions/retirement/index.jsp
Offers integrated investment and risk management solutions for pension funds, including asset-liability modeling, funding strategies, and investment consulting.

Citi Treasury and Trade Solutions
By: Citibank
https://www.citibank.com/tts/
Provides comprehensive cash management, trade finance, and liquidity solutions that enable firms to manage their asset-liability exposure effectively.

Mackenzie Asset-Liability Management Solutions
By: Mackenzie Investments
https://www.mackenzieinvestments.com/asset-liability-management
Provides tools and consulting services for asset-liability management tailored for pension plans and institutional portfolios aiming to meet their long-term financial goals.

SAS Risk Management for Investments
By: SAS
https://www.sas.com/en_us/software/risk-management/investments.html
Offers comprehensive analytics for managing asset and liability risks, scenarios, and predictive models, helping organizations make informed investment decisions.

QRM ALM Framework
By: QRM (Quantitative Risk Management)
https://www.qrm.com/alm.php
Integrated risk management and ALM platform enables dynamic modeling, scenario stress testing, cash flow projection, and optimization for regulatory and business goals.

OneSumX ALM
By: Wolters Kluwer
https://www.wolterskluwer.com/en/solutions/onesumx-for-alm
Centralized ALM framework for risk-adjusted performance analysis, predictive modeling, and regulatory compliance tailored for treasury, investment management, and pension funds.

Finastra Fusion Balance Sheet Manager
By: Finastra
https://www.finastra.com/solutions/risk-management/balance-sheet-manager
ALM platform with advanced analytics, strategy modeling, behavioral forecasting, scenario analysis, and regulatory compliance for banking, treasury, investment, and pension sectors.

FactSet ALM & Risk
By: FactSet
https://www.factset.com/solutions/enterprise-risk-management
Integrated suite for ALM, scenario analysis, interest rate risk, regulatory compliance, and stress testing tailored for investment portfolios, pension funds, and treasury operations.

Oracle Financial Services Asset Liability Management
By: Oracle Financial Services
https://www.oracle.com/industries/financial-services/analytics/asset-liability-management/
Provides balance sheet management with cash flow analysis, liquidity gap analysis, earnings simulation, value-at-risk calculations, and dynamic stress testing. Supports both contractual and behavioral modeling with integrated funds transfer pricing.

Bloomberg AIM (Asset & Investment Manager)
By: Bloomberg
https://www.bloomberg.com/professional/product/asset-investment-manager/
A buy-side order management system that provides portfolio management, trading, compliance, operations, and P&L capabilities. Includes real-time positions, pre-trade compliance, order management, trading tools, and comprehensive reporting.