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Whitepaper: Financial models and the corona crisis

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With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values...

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by Ortec Finance
| 06/04/2020 12:00:00

The pandemic outbreak of COVID-19 poses challenges for not only investors but also for financial models, and in how to apply them. This holds in particular for models that support risk-return-tradeoffs, such as Asset Liability Management, Goal-Based Planning and Economic Scenario Generator models. This paper addresses some of these challenges and aims to support investors as best as possible in their decision making.

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