Chapter 19: Risk Management

Stress Testing and Reverse Stress Testing for Systematic Portfolios intermediate

Forward stress tests ask how much a named scenario hurts; reverse stress tests ask what smallest plausible scenario breaks the portfolio.

Forward stress tests ask how much a named scenario hurts; reverse stress tests ask what smallest plausible scenario breaks the portfolio.

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References

Three Quant Lessons from COVID-19
Alex Lipton, Marcos Lopez de Prado (2020)
A Quantitative Approach to Historical Stress Tests
Hervé Zumbach, Gilles Zumbach (2025) — The Journal of Portfolio Management
Measuring Market Risk in Asset Management
Gian Luca Tassinari, Michele Leonardo Bianchi, Frank J. Fabozzi (2024) — The Journal of Portfolio Management