free schedule demo login war room gold s uptick replay thu sep 29th 2016 4 30pm est portfolio stress testing risk management gauge risks and opportunities before they unfold stress test your portfolios try it free schedule demo assets on hl platform 112 328 200 988 ... and counting what s new replay sep 2016 war room gold s uptick news article mar 2016 stress testing reveals diversity web link sep 2016 new podcast on rias news article jul 2016 spotlight on risk software news article aug 2016 lpl selects hiddenlevers upcoming events testimonials as an investment advisor i would not want to be without an analytical tool like hiddenlevers . rick kahler kahler financial group we were early adopters of hiddenlevers and now consider it a key tool for our practice . jessica maldonado searcy financial services how it works find the connections learn more hiddenlevers uses big data to measure millions of relationships between the economy and investments . interest rates affect home sales and oil prices which impact the price of home depot stock . we uncover these links for 35 000 investments . ask the big what ifs learn more hiddenlevers research team creates scenarios to model recessions crises and other economic events using historical research and analysis on how economic indicators are correlated . model the impacts learn more in a stress test investment performance is projected using the relationships measured in step 1 applied to the scenario assumptions in step 2 . if a scenario forecasts oil to rise and exxon is correlated with oil then exxon will rise in that scenario . stress testing illustrate the impact of economic risks on portfolio models current clients and prospects holdings . dol friendly proposals generate proposals that include risk tolerance capture and fee attribution to help satisfy heightened regulatory demands . risk monitor create a digital risk officer to monitor accounts drifting from risk bands and flag bad actor advisors fund managers . about hiddenlevers as featured in hiddenlevers is the premier portfolio stress testing platform for financial advisors everywhere . advisors use the correlations engine and easy user interface to help clients understand risk in portfolios showcase hedging strategies and compare portfolios in context of several macro economic outcomes . the stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation . advisors are able to use hiddenlevers for portfolio management needs like risk monitoring and stress testing as well as fiduciary needs like client friendly explanation and presentation of risk . hiddenlevers helps advisors manage client expectations with portfolio stress testing . as featured in atlanta 120 n. candler st. decatur atlanta ga atl nyc new york city 85 delancey st. ph 66 new york ny contact 85 delancey st. ph 66 new york ny 120 n. candler st. decatur atlanta ga 800.277.4830 live chat product plans pricing features how it works knowledge base company about hiddenlevers video tour press team connect hiddenlevers blog subscribe to our mailing list 2016 hiddenlevers privacy terms of service