The Fundamentals of Market Crises: Avoiding a Financial Black Hole
Advisers should be forming judgments about the likelihood of developing market crises and discussing them with clients. Although markets regularly…
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Why benchmark selection is a form of client communication
Many advisers use collective investment funds for their clients’ investment needs. In many cases, these are managed relative to some…
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Investment portfolio stress-testing
Recent events have demonstrated to advisers, clients, and wealth managers that risk remains ever-present. Beyond the challenges and implications of…
Downside protection: how to stress-test portfolio diversification
Different aspects of portfolio stress-testing have been explored in previous articles, including general overviews; classification; detail on specific approaches; setting…
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Value-at-Risk: lets explore what it really means
Advisers need to be able to assess portfolios and fund risks for their clients. Market risk is often seen as…
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Stress-testing P1 portfolios
Assessing portfolio risks is never straightforward, and extreme asset moves can negatively impact portfolios in ways which may not be…
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The Alchemy of Risk (and Communicating Risk to Clients)
In this article Dr Quintin Rayer looks at issues around risk in financial products; the risk of the form may…
Implementing a Portfolio Stress-testing Programme
In previous articles, Quintin Rayer gave an overview of portfolio stress-testing, what it can and cannot do, offered a definition,…
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Testing Ground
Quintin looks at how stress testing can help estimate portfolio impacts with restructuring to limit the downside. With guidance, advisers…
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Artificial portfolio stress-testing and how advisers add value to this process
In previous articles, Quintin Rayer gave an overview of portfolio stress-testing, what it can and cannot do, offered a definition,…
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