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Compass Tool-Kit

The Compass service
includes access to the Compass Tool-Kit. The Tool-Kit is a collection of
sophisticated financial models developed by the Compass team to address
unique investment and financial issues. The Tool-Kit is comprised of
Excel-based risk analysis programs using advanced Monte Carlo simulation
techniques to forecast different financial variables.
The Wealth Model
The Wealth Model has
been developed to help evaluate lifetime income needs and the likelihood of
being successful in funding them. This analytic not only looks at investment
returns stochastically, but it also gives the user the ability to model
life-spans as a variable as well. As fewer people are covered by the once
traditional defined benefit plan, the understanding, measurement, and
management of "longevity risk" becomes increasing important.
The below sample output helps users better
understand the ability to support specific income needs and evaluate the
likelihood of being successful in meeting potential estate goals.

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