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Scenario & Policy

Macro → sector → issuer roll-ups

Model how macro scenarios and policy changes cascade through sectors to individual holdings, with systematic impact assessment and response planning.

Macro Modeling

Test portfolio resilience across interest rate, inflation, and growth scenarios.

Policy Impact

Assess regulatory changes, tax reforms, and trade policy effects systematically.

Sector Cascades

Understand how macro changes flow through to specific sectors and companies.

Response Plans

Generate actionable mitigation strategies for different scenarios.

How it works

  1. Define scenario parameters and sensitivity factors
  2. Map dependencies from macro to micro levels
  3. Run scenario simulations across portfolio
  4. Quantify impacts and identify vulnerabilities
  5. Generate response strategies and hedging options

Start with a prototype

We'll help you build scenario planning capabilities tailored to your portfolio in 2-6 weeks.