Coronavirus has taken the world by surprise, leaving us concerned on multiple levels, starting first and foremost with the health of those affected. Gauging its economic and market impact is also an important concern for investors, and Venn might be able to help. We want to highlight 3 ways in which Venn can help you assess the impact of the coronavirus on your investments and/or portfolio.*
1 . Venncast
Understanding timely portfolio performance can be challenging, as allocators often receive fund performance on a delayed basis, notably for non-public funds that don’t report daily NAVs. Venncast is a tool that provides users with up-to-date portfolio and investment performance estimates before actual returns are available. Given that the coronavirus has been impacting markets for over a month, Venncast can give you an idea of how your portfolio might be holding up.
2. Scenario Analysis
Scenario Analysis is a tool we developed to enhance your team’s risk management function that helps you understand how certain market shocks are estimated to impact your organization’s portfolios and investments. You can use Scenario Analysis to shock certain markets that you believe might be impacted by the coronavirus in the future. See how your portfolio is estimated to react to those shocks.
3. Drawdown Analysis
Drawdown Analysis can help clients understand which historical periods, if repeated today, could create a drawdown in a portfolio or investment, given the portfolio’s or investment’s current factor exposures as determined on Venn. See if your portfolio, given its factor exposures today, could have been impacted by epidemics historically, like the 2002 SARS outbreak.
* Portfolio analysis is available on Venn Pro only
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