Scenario Analysis

Model macro assumptions and simulate portfolio impact

Macro Assumptions

0
-200200
2.5
-510
3
015
0
-1010
0
-50100
20
1080

Estimated Portfolio Impact

+0.38%

Weighted average across all sectors

Sector Impact Breakdown

Technology
+0.6%
Consumer
+0.5%
Communication Services
+0.5%
Financials
+0.4%
Industrials
+0.4%
Energy
+0.3%
Materials
+0.3%
Real Estate
+0.3%
Healthcare
+0.2%
Utilities
-0.2%

Saved Scenarios (1)

Rate Hike Scenario

draft

Test scenario for rate hikes