2015 Risk Parity Investment Survey

Vendor Ratings


BlackRock (Market Advantage Fund)6 Responses


Client Satisfaction




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

 


Overall offering 20% 40% 20% 20% 0% 3.60

 


Client service 20% 60% 20% 0% 0% 4.00




Product Performance vs Expectations


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

 


Since initial allocation 20% 60% 20% 0% 0% 4.00

 


Past 12 months 40% 40% 20% 0% 0% 4.20




Level of Transparency


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

 


Implementation/portfolio

construction
33% 33% 33% 0% 0% 4.00

 


Portfolio holdings 17% 17% 50% 17% 0% 3.69




Respondents by size


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< $1 billion 33%
$1 billion – $5 billion 17%
> $5 billion 50%




Respondents by location


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