SOURCE: HiddenLevers


January 27, 2015 10:10 ET

Morningstar and HiddenLevers Offer Integration to Make It Easier to Stress Test Portfolios

CHICAGO, IL--(Marketwired - Jan 27, 2015) - HiddenLevers, the premier portfolio stress testing platform, has teamed up with Morningstar to make it easier for mutual advisor clients to stress test portfolios. Subscribers of Morningstar Office(SM), the company's practice management system for financial advisors, can now import portfolios directly into HiddenLevers and gauge how big picture economic scenarios might affect their investments.

"We're excited to provide our clients with the ability to seamlessly evaluate risk in their portfolios through the new integration with HiddenLevers," said Tricia Rothschild, Morningstar's global head of advisor solutions. "The integration of Morningstar's portfolio analytics compliments the stress testing capabilities of Hidden Levers and will help our advisor clients to deliver even better outcomes for investors."

The integration enables Morningstar Office users that also subscribe to HiddenLevers to easily access their account positions inside the HiddenLevers portfolio stress testing platform. The toolkit includes stress testing, risk profiles, and scenario hedging to help advisors explain the effect of macroeconomic forces on portfolio performance, such as the effect of a strong U.S. dollar on commodities. Subscribers of Morningstar® Advisor Workstation(SM), the company's research, portfolio planning, and analytics platform, and Morningstar Direct(SM), the company's comprehensive global investment research and analytics platform, can also benefit from HiddenLevers using a data file upload. 

"Equities and commodities are parting ways, keeping investors on edge and giving advisors a vexing macro environment," said Steve Zuschin, HiddenLevers director of business development. "As we work more closely with large RIAs and broker-dealers, integrations like these are becoming increasingly important. We're providing advisors with the tools to better explain their hedging choices or model adjustments in the context of contrasting economic outcomes like Oil Crash, Commodities Perfect Storm, and full-blown Global Deflation."

HiddenLevers and Morningstar will host a webinar on Wednesday, Feb. 4 at 4 p.m. ET to provide additional information about the benefits of the integration and how clients can begin using the combined services. Advisors can create a HiddenLevers trial account, and register for the webinar at

About HiddenLevers
HiddenLevers is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based platform includes a library of macro scenario research, portfolio stress testing, risk profiles for portfolios, automated risk monitoring, and thoughtful client-facing output. HiddenLevers is based in New York City. 

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 479,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 13 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $169 billion in assets under advisement and management as of Sept. 30, 2014. The company has operations in 27 countries.

Contact Information