Empower Your Portfolio with Stress Testing!

stresstest.jpg

What is portfolio stress testing?

Stress Testing is about assessing the potential impact of economic scenarios like #COVID, Federal Reserve Policy, Jobs recovery, and inflation on your unique investments. In a portfolio stress test, we construct “what if” scenarios based on real life macro-economic uncertainties, and measure their potential impact on your actual holdings--No generic mapping to broad indexes.

Portfolio stress testing is not about predicting the future; rather, it's an essential smart decision-support tool for identifying and adjusting for downside risks.

How It Works

We leverage orion risk intelligence and its Scenario Library. Each scenario is explored in the library, with access to the economic research that was responsible for the various outcomes.