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2015 Risk Parity Investment Survey

Vendor Ratings


PIMCO (Global Multi-Asset Fund)6 Responses

Client Satisfaction

    bar graph bar graph bar graph      
5=high; 1=low 5 4 3 2 1 AVG
 
Overall offering 0% 25% 75% 0% 0% 3.25
 
Client service 25% 50% 25% 0% 0% 4.00

Product Performance vs Expectations

    bar graph bar graph bar graph   bar graph  
5=high; 1=low 5 4 3 2 1 AVG
 
Since initial allocation 20% 20% 40% 0% 20% 3.20
 
Past 12 months 17% 17% 50% 0% 17% 3.17

Level of Transparency

    bar graph bar graph bar graph      
5=high; 1=low 5 4 3 2 1 AVG
 
Implementation/portfolio
construction
33% 17% 50% 0% 0% 3.83
 
Portfolio holdings 50% 0% 50% 0% 0% 4.00

Respondents by size

graph image

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

Respondents by location

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United States 83%
Canada 17%
Europe 0%
Other 0%
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