Case Study

FiduciaryVest Uses @RISK for Asset Allocation Modeling – Palisade

FiduciaryVest Uses @RISK for Asset Allocation Modeling – Palisade

Pages 8 Pages

Customers & Industries: FiduciaryVest Industry: Banking/Finance, Actuarial Product(s): @RISK Application: Asset Allocation, Value-at-Risk Summary Incorporating longer time horizons and probability functions associated with asset classes, analysts at FidicuaryVest were able to use @RISK to answer questions that cannot be addressed using static or optimized financial models. @RISK Home Customers & Industries FiduciaryVest Using @RISK to get answers to these types of questions helps us give clients real-world insight into what to expect from their portfolio. More importantly, the models give our clients a strong indication of the impact that each component of asset allocation and diversification delivers in terms of their specific needs for future investment returns and risk management. Joe D

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