War Room: Sweating Inflation?
Replay Thursday May 31st, 2018 4:30PM EST

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Assets on HL Platform:
$112,328,200,988

Proposal Generation

Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands.
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Stress Testing

Illustrate the impact of economic risks on portfolio models, current clients and prospects' holdings.
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Risk Monitor

Create a Digital Risk Officer to monitor accounts drifting from risk bands, and flag bad actor advisors + fund managers.
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How It Works

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Find the Connections

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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.
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Ask the Big What-ifs

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HiddenLevers' research team creates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated.
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Model the Impacts

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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.

News

May 2018
WAR ROOM: Sweating Inflation?
May 2018
Lee DeLorenzo Uses HiddenLevers
May 2018
Summit Equities taps HiddenLevers for risk analytics solution
Nov 2016
Introduction to HiddenLevers
May 2018
Scenario: New Fed Hawks

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About HiddenLevers

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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.

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