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Demo | Financial Services

Financial Shock Testing Toolkit

What if you could know whether a company or enterprise that you have invested in has enough capital to survive critical economic conditions?

After extensive research, SoftServe’s Financial Services Lab and the R&D team have developed a portfolio shock testing tool that aims to provide portfolio managers with very specific information related to their portfolios.

By harnessing the power of data science, the tool:

  • Creates on-the-go shock testing scenarios by using artificial intelligence (AI) techniques
  • Integrates open source resources for extracting data on a daily basis about share prices
  • Predicts the impact of critical market changes and enables portfolio managers to adjust portfolios to analyze shares so that they can minimize risk and increase profit

The product’s analytics component:

  • Provides insights into portfolio performance at a given time
  • Captures the portfolio’s dynamics and measures risk under certain scenarios
  • Enhances accurate decision making in portfolio management

Use Cases

Risk mitigation – Incentivizes portfolio managers to apply robust risk mitigation and management practices.

Business intelligence – Formulates performance strategies, portfolio efficiency, and return on investment.

Security – Portfolio managers can carry out extensive shock tests against scenarios tailored to suit specific portfolios. These tests can prepare them for a financial crisis or serious market movements.

Regulation – Portfolio managers can use this tool as an extra support to be compliant with regulations.

Applications

Can help institutional investors, angel investors, and individual private investors to manage portfolios in real-time, and help them to make data-driven decisions.