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.
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
New Portfolio Crash Test Scenario: Hard Brexit
If the UK Government fails to approve the deal negotiated by PM May before March 29, 2019, that could trigger “Hard Brexit”. This would potentially cause severe short term (and...Read More
New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown
A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the two sides don’t give in would have the biggest impact...Read More
What you need to know about the Crash Rating in Portfolio Crash Testing
Crash Rating is a number used to measure the risk of a portfolio. It is a representation of the loss a portfolio may incur during our worst stress-testing scenarios. Here are...Read More
Video: Learn About Portfolio Crash Testing in 4 Minutes
Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the risks that they face and the return potential in one...Read More
Risk Modeling in the Past and Future with Portfolio Crash Testing
The previous blog posts (From Client to CEO: Does Portfolio Crash Testing Really Work? & The Proof Is In The Pudding: How Portfolio Crash Testing Worked for Me.) in this...Read More
The Proof Is In The Pudding: How portfolio crash testing worked for me.
In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA with PCT, but Riskostat contains more features like risk factor...Read More
From Client to CEO: Does Portfolio Crash Testing Really Work?
At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business....Read More