We've developed a process to stress test a portfolio to help identify what risk factors exist in a portfolio.
At last there is a way to have clarity about how your entire portfolio is invested and whether or not it meets your needs and comfort level.
We examine 14 key statistical measures, including:
- Volatility Characteristics
- Fixed Credit Quality/Duration
- Valuation Metrics
- Other Statistical Measures
We invite you to learn more about the DWM Stress Test Analysis Service* or call us at 800.947.3864 for more information.
*For qualified investors with investable assets of at least $500,000.