FMG Suite + HiddenLevers Partnership

Introductory Pricing

Get 50% off your first three months of HiddenLevers. Month-to-month subscription after trial period with no obligation for FMG Suite affiliates.

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Find the Connections

HiddenLevers uses big data to measure millions of relationships between the economy and investments. Interest rates affect home sales and oil prices, which impact the price of Home Depot stock. We uncover these links for 35,000+ investments.

The model starts by measuring the statistical relationship between economic levers and investments – several million regressions are performed as part of this process. This enables the measurement of more obvious relationships like the impact oil prices on Exxon Mobil, and the discovery of less obvious relationships like the impact of auto sales on television broadcasters.

Ask the Big What-ifs

HiddenLevers’ research team creates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated.

The HiddenLevers Scenario Library contains almost 90 different built-in scenario outcomes covering events across a range of categories like Domestic (US), Monetary, Global, Historical, and more. These built-in scenarios are just a starting point – scenarios can be customized or created from scratch in HiddenLevers to analyze virtually any macro event.

Model the Impacts

In a stress test using a specific scenario, investment performance is projected by applying the scenario’s assumptions on lever movements to the model created for each investment through regression analysis. If a scenario forecasts oil to rise, and Exxon is correlated with oil, then Exxon will rise in that scenario.

The HiddenLevers scenario model accounts for how multiple factors can simultaneously impact an investment so that rising stock prices and rising oil prices don’t get double-counted.

HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.

Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing.

Advisors agree, HiddenLevers brings value by:

  • Attracting new clients and AUM
  • Increasing client confidence and referrals
  • Showcasing strategies against specific Macro concerns or events

Please contact HiddenLevers at 800.277.4830 or click here to schedule an online demo.