Building portfolios that are more robust and are more likely to achieve the investment objectives of your clients requires thorough analysis of how portfolios perform under different market conditions.
We believe that thoughtful, objective study of the past is indispensible. This will allow you and your clients to better understand both the upside and the downside, helping to build portfolios that are appropriate for the client’s requirements, helping to set meaningful performance expectations, and helping the client develop an appreciation for the long-term nature of investing. As it was once said, "those who cannot remember the past are condemned to repeat it".
We also believe that expecting the past to repeat itself is naive and misled, and that portfolio construction should incorporate forward-looking market expectations. That’s why Floodlight incorporates both forward-looking and historical perspectives into our analyses.
In addition, Floodlight, allows you to perform stress test analyses, scenario ('What if?') analyses, factor model regressions, leverage tests, and much more.