Portfolio Potential Loss Report

Hi we have previously used O&M Profiler to provide a portfolio Capacity For Loss report. This looks at the worst three month loss for each of the funds within the portfolio, and calculates the overall loss if each fund's maximum loss were to be repeated for every fund within the portfolio.
I understand that FE Analytics has something similar, although it cannot quite match this functionality. Does anyone know if any alternatives please?


  • NathNath Member

    Not sure if you are using cashflow but we use Voyant and this has many capacity for loss features to assess this vs the actual plan itself. Voyant Go also has a useful insight report showing the maximum loss the plan could take. We use FE and I haven't heard of this but will take a look now you have mentioned it thanks.

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