From Client to CEO: Does Portfolio Crash Testing Really Work?

At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business.

Lately we have been focusing many of our blog posts on Portfolio Crash Testing (PCT). Those of you who have spoken with me about PCT know that it is my favorite offering. I believe that it is the best tool on the market to facilitate a conversation about risk between an advisor and client. While PCT makes the risk conversation easy, an advisor can be assured that the analytics behind the scenes are as robust as those used by institutional asset managers.

This is because the models and algorithms that power PCT are exactly the same as those that power Riskostat – our institutional risk platform. Riskostat is the product that launched RiXtrema in 2010. Research published by the RiXtrema team and used in the development of Riskostat won the Peter L. Bernstein Award for top article across all Institutional Investor Journals. Read more: From Client to CEO: Does Portfolio Crash Testing Really Work?
 
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