Our platform tracks over 90 different economic factors including GDP growth and CPI, market data like commodities and currency prices, and industry-specific factors such as shipping rates and housing starts. Then based on statistical correlation, it analyzes the effect of these factors on assets in your portfolio.
Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.
A scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.
MEASURE RISKS AND OPPORTUNITIES BASED ON REAL DATA
We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.