2016 Risk Parity Investment Survey

Vendor Ratings


AQR (Risk Parity)

Client Satisfaction

 

 
5=high; 1=low 5 4 3 2 1 AVG
Overall offering 43% 57% 0% 0% 0% 4.43
Client service 57% 43% 0% 0% 0% 4.57

Product Performance vs Expectations

 

 
5=high; 1=low 5 4 3 2 1 AVG
Since initial allocation 18% 36% 45% 0% 0% 3.73
Past 12 months 9% 36% 36% 9% 9% 3.27

Level of Transparency

 

 
5=high; 1=low 5 4 3 2 1 AVG
Implementation/portfolio
construction
33% 42% 17% 8% 0% 4.00
Portfolio holdings 27% 45% 18% 9% 0% 3.91

Respondents by size

<$5B 8%
>$5B 92%

Respondents by location

USA/Canada 100%
UK/Europe 0%