Run stress scenarios for the portfolio

Financial institutions simulate stress scenarios for their portfolio

Needs setupAI Act: no extra obligationsDesigning & simulatingFinance

Fits: Finance & accounting · Leaders & strategy

You see how rising interest rates, falling prices or defaults could affect portfolio, capital and liquidity together, and you can run more scenarios than before. AI helps to generate scenarios, estimate relationships from market data and prepare results. The risk model remains validated and traceable.

Is this for you?

  • You are a bank, insurer, asset manager or pension institution and currently run a few fixed stress scenarios.
  • Position data with metrics such as duration and spread duration is available in the risk system.
  • Risk controlling and model validation have time to run a new method alongside the existing one.
First step today

Use the template below to run a made-up portfolio of five asset classes through three stress scenarios, and recalculate one result yourself. This shows you how an assistant works when it has to show its working and where it needs assumptions.

How to go about it

  1. Define scenarios, portfolio and limits
  2. Provide position, market and model data
  3. Have scenarios generated and calculated
  4. Review and select scenarios in risk controlling
  5. Test against real crises and parallel runs
  6. Update the model after validation and market events

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

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G-FI-05 · Legal status 08.10.2026