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Risk Model Components in Presentation Studio for Office

Risk Model Components in Presentation Studio for Office

The following Risk Model components have been added to Presentation Studio:

  • Risk Exposure Snapshot (chart and table)
  • Scenario Trend chart
  • Scenario Metrics chart
  • Holdings Risk Factor table
  • Multiple Risk Premiums (chart and table)

These components allow you to create compelling custom reports that help your clients understand various factors that drive investment risks and returns to enable advisors to make better investment decisions.

Note the highlighted components that have been added.Note the highlighted components that have been added.Note the highlighted components that have been added.Note the highlighted components that have been added.

The table below describes each risk model component:

Risk Model Component Description
Scenario Trends This chart allows you to analyze how an account or model would perform if the same risk factors from a pre-defined event were to reoccur.
Scenario Metrics This component shows a chart which includes the Alpha, Max Drawdown, Return, Standard Deviation and Tracking Error for the entire time period of the predefined scenario of a selected account or model.
Risk Exposure Snapshot chart This chart and table allows you to break down the risk
embedded in a portfolio according to the selected risk
model. By tracking the underlying economic exposure to risk model factors, this chart shows how investments or
portfolios behave in a variety of market conditions.
Holdings Risk Factor table This table displays risk factor data points within the selected risk model, such as Economic Moat, Financial Health, and Ownership Risk. This applies to holdings of a portfolio only (this does not apply to individual investment analysis).
Multiple Risk Premiums chart This chart and table reflect information about the returns
associated with the factors within the selected Risk Model and serve as a point of reference for investment analysis. They are not associated with investments in a list, screen, account or model.
Version history
Revision #:
1 of 1
Last update:
‎07-01-2020 01:59 PM
Updated by:
 
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