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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