2015 Risk Parity Investment Survey

Vendor Ratings


AQR (Risk Parity)8 Responses


Client Satisfaction




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5=high; 1=low 5 4 3 2 1 AVG

 


Overall offering 60% 0% 40% 0% 0% 4.20

 


Client service 40% 40% 20% 0% 0% 4.20




Product Performance vs Expectations


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5=high; 1=low 5 4 3 2 1 AVG

 


Since initial allocation 0% 29% 71% 0% 0% 3.29

 


Past 12 months 0% 0% 63% 25% 13% 2.50




Level of Transparency


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5=high; 1=low 5 4 3 2 1 AVG

 


Implementation/portfolio

construction
25% 13% 50% 13% 0% 3.50

 


Portfolio holdings 25% 13% 38% 13% 13% 3.25




Respondents by size


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< $1 billion 0%
$1 billion – $5 billion 25%
> $5 billion 75%




Respondents by location


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United States 100%
Canada 0%
Europe 0%
Other 0%