The reassurance of having a pressure-tested portfolio

Transcript

Tim Buckley: Karin, as you know, I’m a very little little bit of a geek when it will come to technologies driving all the information that you give. And I feel it’s practical for our purchasers to know the sophistication driving it. So irrespective of whether you are a retiree or a pre-retiree, we’re looking at 1000’s of unique sector simulations to make guaranteed your portfolio can keep up.  So when we say that we have truly pressure-tested your portfolio, we have thought about situations like we’re heading through appropriate now.

Karin Risi: That is exactly appropriate. What you are describing is Monte Carlo simulation. And as you explained, we tension-exam the portfolio in opposition to ten,000 scenarios—one just like this, and truly, several that are even even worse than this. So our portfolios are crafted to climate this volatility.