2016 Risk Parity Investment Survey

Vendor Ratings


PanAgora (Risk Parity Multi Asset)

Client Satisfaction

 
 
5=high; 1=low 5 4 3 2 1 AVG
Overall offering 50% 50% 0% 0% 0% 4.50
Client service 50% 50% 0% 0% 0% 4.50

Product Performance vs Expectations

 
 
5=high; 1=low 5 4 3 2 1 AVG
Since initial allocation 67% 17% 17% 0% 0% 4.50
Past 12 months 67% 0% 33% 0% 0% 4.33

Level of Transparency

 
 
5=high; 1=low 5 4 3 2 1 AVG
Implementation/portfolio
construction
67% 17% 17% 0% 0% 4.50
Portfolio holdings 50% 33% 17% 0% 0% 4.33

Respondents by size

<$5B 17%
>$5B 83%

Respondents by location

USA/Canada 100%
UK/Europe 0%
1 5 6 7