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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 

4 Replies
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Follower ○○○

Re: Analyze Portfolio Risk with Scenario Analysis in Morningstar Office Cloud

Thanks for the update. Will we be able to use the tool for a portfolio?

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Participant ○○

Re: Analyze Portfolio Risk with Scenario Analysis in Morningstar Office Cloud

Can retail investors access this? If not, can you post some simulations for us to look at?

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Employee
Employee

Re: Analyze Portfolio Risk with Scenario Analysis in Morningstar Office Cloud

Absolutely! There's a short instructional video in this post that illustrates how to do this via Morningstar Office Cloud.

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Employee
Employee

Re: Analyze Portfolio Risk with Scenario Analysis in Morningstar Office Cloud

The scenario analysis analytics are for financial professionals at this time and can be found in Morningstar Office and Direct. However, the Morningstar Risk Model, which is the backbone of these analytics does have a retail friendly tool call Factor Profile on Morningstar.com. Subscribers can access this on the Portfolio page of a fund or ETF. Here's an example for VTI, https://www.morningstar.com/etfs/arcx/vti/portfolio

Best,

Tony

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