Stress testing
Use the Portfolio Analytics Tool’s stress test feature to evaluate portfolios in extreme markets—or select a client persona for a quick preview.
View a sample report
View a sample output of a stress test showing the effects of a global equity shock.
Try it out
Select a hypothetical client persona to view the impact of relevant market events.
75+ testing scenarios
Foster smarter, more resilient decisions by simulating a range of market scenarios and events.
Validate performance
View impact across portfolio sleeves to pinpoint vulnerabilities and strengths within each segment.
Sharable PDF report
Empower clients with a clear, printable report that builds trust through transparency.
Have questions? Contact your representative.
Call or email your representative to dive even deeper.
Disclosures and footnotes
All investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of a client's account. There is no guarantee that any particular asset allocation or mix of funds will meet a client's investment objectives or provide him/her with a given level of income.