2016 Risk Parity Investment Survey

Vendor Ratings


Bridgewater Associates (All Weather)

Client Satisfaction

 
 
5=high; 1=low 5 4 3 2 1 AVG
Overall offering 33% 67% 0% 0% 0% 4.33
Client service 33% 50% 17% 0% 0% 4.17

Product Performance vs Expectations

 
 
5=high; 1=low 5 4 3 2 1 AVG
Since initial allocation 17% 33% 50% 0% 0% 3.67
Past 12 months 8% 42% 25% 8% 17% 3.17

Level of Transparency

 
 
5=high; 1=low 5 4 3 2 1 AVG
Implementation/portfolio
construction
15% 38% 31% 15% 0% 3.54
Portfolio holdings 17% 33% 33% 17% 0% 3.50

Respondents by size

<$5B 0%
>$5B 100%

Respondents by location

USA/Canada 100%
UK/Europe 0%