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Employee
Employee

Analyze Portfolio Risk with Scenario Analysis in Morningstar Office Cloud

In these stressful and uncertain times, we want to help support your conversations around risk with your clients.

Last summer, we introduced our scenario analysis tool in Morningstar Office Cloud to show how one or more funds would perform if conditions from a past market or macroeconomic event were to reoccur. We have now expanded this risk modeling capability to also analyze client accounts, model portfolios, and custom benchmarks.

With pre-defined scenarios—such as the 2007-2009 subprime crisis and subsequent financial crisis or the 2018 market volatility—our tool allows you to perform "what-if" analysis on market movements and visualize the results to clearly communicate the value of your recommendations to your clients.

Scenraio_Analaysis-2020-03-26_11-02-05.pngWatch our 15-minute on-demand webinar to learn more about our methodology and see a short demonstration of the tool.

For more detailed training on the tool, you can access our scenario analysis exercise manual and watch this click-through video.

 

 

 

Stay healthy and be well!

Tony

Morningstar Office