Introducing the Portfolio Scenario Tool in Lifecycle Manager
Volatility doesn’t wait. Neither should your analysis.
The new Portfolio Scenario Tool lets advisors simulate a market shock across their entire structured product portfolio and see a precise, event-by-event breakdown of outcomes.
Built Into the Advisor Workflow and Available Now
Built directly into Luma’s Lifecycle Manager, the Portfolio Scenario Tool lets advisors simulate market scenarios within the same workflow they already use to manage structured products. To activate this feature, simply reach out to us here and we’ll get it turned on for your firm.
How it Works:
Using historical beta relationships, the feature estimates how each underlier responds to a hypothetical shock and surfaces:
- Barrier impact showing newly breached, previously breached, and unimpacted positions
- Income at risk including accumulated memory coupon balances
- Event-level outcomes across coupon observations, auto-call dates, and maturities, each evaluated individually
- Exposure concentration over time via an interactive timeline
Want to see the Portfolio Scenario Tool in action? Schedule a walkthrough today!
