2015 Risk Parity Investment Survey

Vendor Ratings


Bridgewater Associates (All Weather)27 Responses



Client Satisfaction








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


 



Overall offering 35% 50% 15% 0% 0% 4.20


 



Client service 52% 48% 0% 0% 0% 4.52








Product Performance vs Expectations




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


 



Since initial allocation 18% 41% 36% 5% 0% 3.73


 



Past 12 months 0% 38% 46% 17% 0% 3.21








Level of Transparency




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


 



Implementation/portfolio


construction
20% 32% 40% 8% 0% 3.64


 



Portfolio holdings 16% 16% 40% 16% 12% 3.08








Respondents by size



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< $1 billion 0%
$1 billion – $5 billion 11%
> $5 billion 89%








Respondents by location



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United States 93%
Canada 0%
Europe 7%
Other 0%