tango_gs

I’m probably using the wrong phrasing.
What I’d like to see us doing (and we’ve started doing this weekly) is to review all client accounts and to address any issues. For example, if we have client’s who are in a short bond position because of anticipated rate increases - we may want to liquidate that position if we think rates have maxed out.
IN ADDITION, I was hoping to do some sort of “worse case” scenario. For example, to say “how would these portfolios do if the 10-year treasury goes to 3.5%” - etc. I guess each security would need to be evaluated for duration, beta, etc.? I don’t even know how possible this is with mutual funds, as it would require constantly updating information that may not be immediately available (i.e. some funds update positions only quarterly).
It was just a thought, really.