How will my assets develop under various volatile circumstances? What steps do I have to take to make my financial plan sustainable? Reliable information on risk, return and the probability of meeting future goals is essential when making financial decisions. Scenario analysis provides this information by visualizing how assets will most likely develop over time. It also demonstrates the impact of investment decisions, changes in a client’s financial situation and market developments.
High-quality scenarios lead to improved insight and subsequently to better investment decisions. To achieve the most realistic outcomes, the projections in OPAL incorporate inflation risk, currency risk and different investment strategies. Client-specific information such as (international) taxes and cost of services are also considered. Clear visual aids help clients and advisors better understand their options. Scenario analysis helps the client to decide if the risks taken are acceptable and enables the advisor to properly manage the client’s expectations.
OPAL platform is powered by the Ortec Finance Dynamic Scenario Generator. This stochastic projection engine generates real-world economic scenarios that reflect plausible future developments based on sophisticated analysis of historical behaviour. Benchmark selection is customizable resulting in scenarios that are fully in line with your firm’s investment strategy.