Scenario analysis can help forecast investment performance, based on different factors and situations. This strategy could help with managing risk and potentially increasing returns. However, it’s ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

In recent years, high inflation and global conflict busted economist predictions. How well are your funds or portfolios prepared to weather market surprises? Scenario analysis can help portfolio ...

How Investment Teams Use Stress-Testing Types of Portfolio Scenario Analysis An Easier Way to Analyze Portfolios With Morningstar Direct How Investment Teams Use Stress-Testing How Investment Teams ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...

This paper introduces the quantile regression- based Distance-to-Default to Probability of Default (DD-PD) mapping, which links individual firms’ DD to their real world PD. Since changes in the DD ...

BlackRock’s Aladdin platform is a buy-side-focused multi-asset portfolio analysis offering designed to provide investors with the information and transparency they need to make the most informed ...

Production-grade AI transforms quantitative workflows-from scenario analysis to tail risk modeling-inside investment risk operations engine Clearwater Analytics(NYSE: CWAN), the most comprehensive ...