2016 Risk Parity Investment Survey

Vendor Ratings


BlackRock (Market Advantage Fund)

Client Satisfaction

 
 
5=high; 1=low 5 4 3 2 1 AVG
Overall offering 9% 36% 36% 9% 9% 4.33
Client service 33% 67% 0% 0% 0% 4.33

Product Performance vs Expectations

 
 
5=high; 1=low 5 4 3 2 1 AVG
Since initial allocation 20% 20% 40% 0% 20% 3.20
Past 12 months 20% 20% 40% 20% 0% 3.40

Level of Transparency

 
 
5=high; 1=low 5 4 3 2 1 AVG
Implementation/portfolio
construction
50% 17% 33% 0% 0% 4.17
Portfolio holdings 40% 60% 0% 0% 0% 4.40

Respondents by size

<$5B 33%
>$5B 67%

Respondents by location

USA/Canada 100%
UK/Europe 0%