Evaluate your portfolio's risk profile with scenario analysis and stress testing, compliant with NPRA guidelines for Ghana.
Enter your portfolio allocations to assess risk metrics and ensure compliance with NPRA guidelines.
Follow these steps to assess your portfolio’s risk and ensure compliance with NPRA guidelines.
Provide the percentage allocations for each asset class: Government Securities (Treasury Bills, bonds, Green Bonds), Local Government and Statutory Agency Securities (municipal bonds, Cocoa Bonds), Corporate Debt (bonds, debentures, commercial paper), Equities (listed shares on the Ghana Stock Exchange), Bank Securities (fixed deposits, NCDs, repos), Collective Investment Schemes (unit trusts, mutual funds, ETFs), Alternative Investments (REITs, private equity, infrastructure bonds), and Foreign Assets (offshore investments).
Verify that allocations meet NPRA limits: Government Securities (max 75%), Local Government and Statutory Agency Securities (max 25%), Corporate Debt (max 35%), Equities (max 20%), Bank Securities (max 35%), Collective Investment Schemes (max 15%), Alternative Investments (max 25%, with Foreign Assets max 5%). Up to 5% in Green Bonds (Government or Corporate) does not count toward the 75% or 35% limits, respectively. Ensure the sum of all allocations equals 100% for a fully invested portfolio.
Enter the total portfolio value in GHS to scale risk calculations.
Click “Calculate” to compute the portfolio’s expected return, volatility, and stress test loss for a 10% market drop. Review NPRA compliance alerts and risk metrics to assess portfolio safety and performance.