Given the recent market movements associated with the Covid-19 pandemic, many of you may now be working on rebalancing your portfolio(s) to get back to your target weights. Once you’ve updated your managers’ latest returns and allocations, inputted your target factor exposures and forward-looking capital market assumptions, Venn Pro can help you plan for capital reallocations. Let’s walk through these workflows together.
How would your portfolios or investments react to historical drawdowns if repeated today? In order to answer this question, we decided to explore two case studies, the Great Financial Crisis and the Ebola epidemic.
* Portfolio analytics are only available on Venn’s pro tier. Venn's pro tier charges fees. Venn's free tier, which is more limited in its functionality, does not currently charge any fees. However, it is possible in the future fees may be charged for this tier or for certain functionality in this tier.
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