Scenario Tester

POWERED BY ALADDIN®

When markets change, emotions run high. Help clients stay confident in their long-term investment plan. Stress test a portfolio to see how it could react to 30+ market scenarios. Use the client-friendly output to prepare prospects and clients for the market ‘what ifs’ weighing on their minds.

Once you’ve added the BlackRock Launch Pad, access Scenario Tester on Advisor Center through the Envestnet platform.

Run the analysis Test against market shocks Keep clients on track

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There are three ways to start an analysis: 1) Choose one of your already saved advisor or client portfolios, 2) build a new portfolio with imported holdings from a spreadsheet or enter tickers and weights directly, or 3) Browse through a library of model portfolios to analyze.

Once you’ve selected a portfolio, show clients the impact of market events by testing against 30+ market scenarios, including common client concerns as well as historical events.

select asset classes and market scenarios

Address your clients’ biggest concerns head on with client-friendly reports that illustrate how their portfolios might react under the scenarios they care most about most. We recommend no more than 6 asset classes and 7 scenarios at a time for optimal report printing.

Try it out

01

With your prospects

Run side-by-side comparisons of your prospect's current holdings with your recommendations to demonstrate how you could prepare them for market events.
02

With your clients

Bring the concept of 'risk' to life, a key driver of client satisfaction that builds trust and helps you expand existing relationships, as well as gain new ones.
03

With the tools you already use

Scenario Tester works where you work. Access directly from your Envestnet launch pad. Look for the BlackRock Launch Pad to get started with Scenario Tester and other Advisor Center tools.

Take a deeper dive

Information overload. 24/7 news cycles. Endless social media feeds. These days, it can be difficult for clients to separate noise from news. The “what if’s” pile up, and so does client uncertainty around their financial future.

But, what if you could address those concerns head on? What if you could alleviate your clients' worries and help them focus on what matters?

With BlackRock’s Scenario Tester, you can see the potential impact of different market events on a portfolio’s individual holdings and asset classes. Just upload a portfolio and select from more than 30 market shocks to see how it might react.

And with an easy-to-understand report, you can set expectations and help clients understand what you're doing to manage their risk.

Use Scenario Tester today to connect BlackRock’s sophisticated risk management technology with your clients and prospects, to make the uncertain more certain.

Information overload. 24/7 news cycles. Endless social media feeds. These days, it can be difficult for clients to separate noise from news. The “what if’s” pile up, and so does client uncertainty around their financial future.

But, what if you could address those concerns head on? What if you could alleviate your clients' worries and help them focus on what matters?

With BlackRock’s Scenario Tester, you can see the potential impact of different market events on a portfolio’s individual holdings and asset classes. Just upload a portfolio and select from more than 30 market shocks to see how it might react.

And with an easy-to-understand report, you can set expectations and help clients understand what you're doing to manage their risk.

Use Scenario Tester today to connect BlackRock’s sophisticated risk management technology with your clients and prospects, to make the uncertain more certain.

Ready to get started?

Stress test against market shocks

Select asset classes and market scenarios

Bring the concept of risk to life

Try it out

Take a deeper dive

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