Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.
Why Multi-Factor Stress Testing is so Powerful
The global financial market is inherently complex and dynamic, and it is susceptible to a wide range of risks, including geopolitical tensions, economic uncertainty, and natural disasters, among others.
Et tu Europe? How to Stress Test Europe For Your Client Portfolios…
Everyone pays attention to Jerome Powell and the Fed. But ECB has now joined the anti-party, effectively announcing 75 basis points rate increase and signaling more to come.
3 Steps to Growing Your Financial Advisory Practice With Portfolio Crash Testing
What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an exclusive province of quant managers, it is discussed regularly in...Read More
Quick User Guide – Portfolio Crash Test PRO
Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client's time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.
Add or Create your own Custom Stress Tests
How to change scenarios How to create a Custom Stress Test PortfolioCrashTest has always been able to choose different scenarios to stress test your portfolios. However, in PCTpro you can...Read More
Panademic Stress Test
We have written a lot about the potential for market corrections and scenarios that may disrupt the decade long bull market. The Coronavirus is the most tangible example of a short-term threat to the market’s long upward climb. And our clients, keenly aware of the potential for market disruption, have asked us to create a Coronavirus stress scenario for Portfolio Crash Testing Pro
Doing Custom Stress Tests with Options
There are a few features in the new Portfolio Crash Testing Pro (PCT Pro) that allow an advisor to compare and contrast the outcomes of various portfolio allocations. Some of...Read More
Using The Client-View To Manage Portfolios In Portfolio Crash Test Pro
The new ability to add clients is most simply thought of as a way to organize your portfolios. It is for combining all of the client’s portfolios with their questionnaire...Read More
Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?
The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to...Read More