Stress-testing portfolios under realistic market scenarios
Stress-testing your portfolios can prepare you for unforeseen circumstances and put your clients at ease. Join Morningstar Investment Management’s Head of Portfolio & Risk Analytics, Iain Perry, as he goes through the tools he uses to see how their portfolios might act under pressure and make forward-looking decisions about risk management. Register below.
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About the webinar
As the 12-year bull market stalls, your clients want confidence that their portfolios will hold up in turbulent markets, which is why investment management teams today are more interested in risk modeling and management than ever. What’s the worst-case scenario? How large a return does an investor stand to gain?
Stress-testing your portfolios can prepare you for unforeseen circumstances and put your clients at ease. With portfolio stress testing, you can:
- Gauge portfolio exposure to risk factors.
- Compare a fund to competitors under a range of pressure tests.
- Assess the maximum drawdown.
- Compare your fund to an index benchmark to better understand the quality of a fund’s performance.
Watch this session for insights on how the Morningstar Investment Management team use scenario analysis to forecast potential outcomes for portfolios.
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