Historical Backtesting
Would a withdrawal strategy be successful in the past? Individual portfolios can be linked to withdrawal strategies. By historical backtesting, the success rate can be checked with real life data.
Monte Carlo Simulations
What is the probability of success of a given withdrawal portfolio in combination with a withdrawal strategy? Our API-based Monte Carlo simulations provide information about the probabilities of success based on volatility and yield datasets.
Withdrawal Rate and Asset Allocation Calculation
Trinity enables the calculation of the optimal withdrawal strategy and helps to find the optimal portfolio for client's withdrawal strategy.
