Atlas PortfolioStress Presentation 052016 v4of... · Atlas PRIVATE WEALTH MANAGEMENT 26 Union Street North Adams, MA 01247 3 Atrium Drive, Suite 265 Albany, N.Y. 12205 3505 Richville

AtlasPRIVATE WEALTH MANAGEMENT

PORTFOLIO STRESS TESTING

AT L A S C A N M E A S U R E T H E P OT E N T I A L I M PA C T

O F M A C R O - E C O N O M I C R I S K F A C T O R S O N Y O U R A S S E T S

WHAT IS PORTFOLIO STRESS TESTING?Stress testing is about tackling macro-economic risks head-on, and assessing their potential

impact on a wide range of investments.

Portfolio stress testing is not about predicting the future, but about identifying and adjusting for downside risks.

In a portfolio stress test, we construct “what-if” scenarios based on real life macro-economic uncertainties,

and measure their potential impact on your portfolio.

Risk Profile: John Doe - Hedged

UNCOVER THE CONNECTIONSO u r p o r t f o l i o a n a l y s i s p l a t f o r m

( H i d d e n L e v e r s ) u s e s e c o n o m i c

e x p l o r a t i o n , h i s t o r i c a l r e c o r d s ,

s t a t i s t i c a l d a t a , a n d

q u a n t i t a t i v e a n a l y s i s t o

m e a s u r e r e l a t i o n s h i p s b e t w e e n

t h e e c o n o m y a n d i n v e s t m e n t s .

KEY ELEMENTS OF A PORTFOLIO STRESS TEST

SCENARIOS

FACTOR ANALYSIS

A scenario is a representation of a macro-economic or geopolitical event

that has the potential to impact investment returns.

We can design custom scenarios that reflect individual investor concerns, or

apply our broad catalog of risk scenarios to a portfolio to identify potential

risk factors.

Our platform tracks over 90 different economic factors including GDP growth

and CPI, market data like commodities and currency prices, and industry-specific

factors such as shipping rates and housing starts. Then, based on

statistical correlations, it analyzes the effect of these factors on assets in your

portfolio.

INDUSTRIES

We take advantage of a proprietary industry list that adds new industries

where needed to capture the intricacies of the modern economy.

ASSETS (MUTUAL FUNDS, STOCKS, ETC.)

Stress test scenarios can be used with a wide range of asset classes including

stocks, bonds, ETFs, mutual funds, closed-end funds, and options.

Real-time stress test results can illustrate how your investment portfolio

might perform in various economic environments.

MEASURE RISKS AND OPPORTUNITIES BASED ON REAL DATA

Do I have enough money to live comfortably

in retirement?

We can apply a quantitative approach to test economic and market scenarios that may help you make more

prudent investment and financial decisions.

Do I have enough money to retire in the next 5 to 10 years? How do I get started and how much do I need to save?

What are the options available to make the most out of an inheritance?

What are the options to help children or grandchildren

heading off to college in the next 18 to 24 months?

LIVING IN RETIREMENT PAYING FOR COLLEGE

PREPARING TO RETIRE

MAXIMIZING AN INHERITANCE

SAVING FOR COLLEGE

UNCOVER THE HIDDEN RISK FACTORS IN YOUR PORTFOLIO

Assess your portfolio risks against variety of economic and market scenario outcomes covering a range of possible events such as:

We have identified nearly 90 different scenarios, or we can build a scenario based on your circumstances.

U.S. Demographic Shifts

Healthcare Costs Unstable Dictators Future of USD Dysfunctional Europe

Rate Hike Changing Monetary Policy Housing Rebound Actual Historical Market Events

Oil Crash

China Slowdown Deflation Return of Global Growth

Debt Cliff

AtlasPRIVATE WEALTH MANAGEMENT

26 Union StreetNorth Adams, MA 01247

3 Atrium Drive, Suite 265Albany, N.Y. 12205

3505 Richville RoadManchester Center, VT 05255

Atlas Private Wealth Management, LLC (“Atlas”) is an SEC-registered investment advisory firm established under the Investment Advisers Act of 1940. SEC registration

does not constitute an endorsement of Atlas by the SEC, nor does it indicate that the Advisor has attained a particular level of skill or ability.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL. Different investments

involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be

profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus, including investment

objectives, risks, charges, and expenses.

Atlas utilizes Hidden Levers in conducting portfolio stress testing. Hidden Levers is a non-proprietary software platform designed to perform portfolio analysis. Hidden

Levers uses historical information to generate reports that quantify the potential impact of various economic and market risks on an investment portfolio. Hidden Levers

and Atlas do not guarantee that any particular scenario will occur as modeled in the report. Reports are to be used for informational purposes only, and should not be

construed as investment advice. Clients should consider the reports only as a single factor in the making of investment decisions. Neither Hidden Levers nor Atlas

provides warranty nor guarantee regarding the completeness or accuracy of the information, and will not be liable for any losses sustained.

To request a portfolio stress test or to set up an appointment with anAtlas Wealth Management Advisor, please contact us.

(800) 432-7447 www.atlaspwm.com