BondView’s stress testing tools are designed to help Financial Advisors make more informed investment decisions for their clients by providing insights into how their bond investments may perform under stress-tested environments, like interest rate changes.
- BondView's Municipal Bond Portfolio Stress Testing
- BondView's Municipal Bond Fund Stress Testing
- BondView's Municipal Bond Stress Testing
Portfolio-Level Stress Testing
Stress test your clients’ entire bond portfolio using industry-standard methodologies under different market conditions.
Understand how your clients’ portfolios would perform across multiple factors including a recession or a sudden increase in interest rates. Estimating the potential impact on overall portfolio performance, and identifying potential vulnerabilities helps advisors, and their clients, adjust their overall portfolio strategy and manage risk exposure.
Fund-Level Stress Testing
This tool allows advisors to test municipal bond funds or ETFs under different market conditions because we understand how a bond fund would perform in the event of an interest rate change.
We insulate your clients form risk hidden below the surface by x-raying and stress testing the complete holdings of a bond fund and ETF down to the bond level.
By stress-testing each bond in a fund using the weighted holdings, BondView can determine the fund’s overall stress test result and highlight hidden risks.
Bond-Level Stress Testing
Stress test your clients’ individual bonds using industry-standard methodologies under different market conditions.
Understand how your clients’ bonds would perform across multiple factors including a recession or a sudden increase in interest rates. Estimating the potential impact on overall bond performance, and identifying potential vulnerabilities helps advisors, and their clients manage risk exposure.
Find out how your bond investments may perform in the event of an interest rate change.
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