How quickly do you factor major market events into your quarterly updates?

Typically, EV’s portfolio and asset returns are updated quarterly to reflect the latest economic scenarios best. In addition, however, an updated set of portfolios and returns would be created when a significant event occurs, e.g. a stock market crash or a key political vote (such as leaving the European Union). 

If the event were relatively close to quarter-end, then no change in process would occur. However, if the event happened towards the start of the quarter, an update would be conducted as a special event, and our tools would be updated within two weeks.




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