June 15, 2024

GWS5000

Make Every Business

The reassurance of having a pressure-tested portfolio

Transcript

Tim Buckley: Karin, as you know, I’m a minor little bit of a geek when it comes to know-how driving all the tips that you present. And I feel it’s useful for our purchasers to know the sophistication driving it. So irrespective of whether you are a retiree or a pre-retiree, we’re thinking of 1000’s of distinctive market place simulations to make guaranteed your portfolio can keep up.  So when we say that we have in fact pressure-tested your portfolio, we have believed about situations like we’re going by appropriate now.

Karin Risi: That is particularly appropriate. What you are describing is Monte Carlo simulation. And as you said, we stress-test the portfolio in opposition to 10,000 scenarios—one just like this, and in fact, quite a few that are even worse than this. So our portfolios are designed to temperature this volatility.