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Video: Navigating Liquidity Challenges: The Importance of Portfolio Stress Testing
Cambridge Associates
Unsteady markets can cause unexpected liquidity demands and impede, or even undo, hard-earned long-term portfolio growth. Stress testing your portfolio can help avoid the unexpected sale of assets and may enable you to take advantage of opportunities during market downturns.
Adam Barber, Senior Investment Director in the Private Client Practice, explains how—and why—a portfolio stress test should be customized to your family’s unique situation.
View the video below. Learn more about Cambridge Associates here.