Stress testing a client’s investment portfolio

Presented by

Abhimanyu Chatterjee, Chief Investment Strategist, Dynamic Planner

About this talk

Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner, discusses the subject of stress testing investment portfolios, in the context of cash flow planning for clients. He debates the dangers of a deterministic approach, alongside the value of risk-based, stochastic forecasting. Learning objectives: 1. Awareness of limitations of deterministic stress testing of investment portfolios 2. Awareness of benefits of stochastic forecasting for cash flow planning 3. How to clearly link the risk profile of an investment portfolio to a cash flow plan

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