HiddenLevers: Portfolio Stress Testing

Raise client confidence, win prospects, and find hedges with stress testing.
What if you could stress your portfolios and gauge potential risks and opportunities before they unfold?
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What's New

HiddenLevers selected as top-ten tech tool by WealthManagement.com Apr 2015
Morningstar and HiddenLevers Announce Integration Jan 2015
HiddenLevers Stress Testing Model Shines in Oil Crash Feb 2015
War Room: Valuation Risk Apr 2015
emX: Special Offer Feb 2015

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

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

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

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.

Win More Clients

Take a nebulous risk tolerance conversation and give it life with economic “what-ifs” that the public can relate to. Use our comparison report to compare a client or prospect portfolio with your recommendation.

Showcase Hedges

Use real-time stress test results to show how different investments perform in economic environments. For example, show how your separately managed account or put option moves up in an S&P drawdown.

Manage Client Expectations

Whether you want to quickly calm your worried clients, or give high-net worth individuals white glove treatment, the HiddenLevers risk profile can help. By putting a portfolio in proper context and addressing fears head on, we will help you be exemplary.

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 72 Allen St. 3rd Floor New York, NY