Scenario Analysis

Scenario Analysis

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Scenario Analysis

Scenario Analysis definition:  Scenario analysis uses computer programs to predict the expected outcome of investment returns given a specific scenario, such as changes in interest rates or the price of oil, etc. One approach would be to examine the historical relationship between the variables and investment returns. While it is virtually impossible to accurately predict a value for all scenarios, the goal is to prepare clients for a range of possible outcomes and “worst-case” scenarios.

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