Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner
Driven by volatile equity markets, falling interest rates, and heightened aversion to portfolio losses, interest in risk parity has skyrocketed over the last three years. Unfortunately, the risk parity investment thesis is not always understood by investment committees and trustees, which can contribute to sub-optimal portfolio decisions. In the following newsletter, we address the salient points of risk parity to help educate investors so they can determine if it is an appropriate allocation for their portfolios.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
09.19.2024
The Fed turned the page and began lowering interest rates with an outsized 50 bp cut at its September FOMC…
09.05.2024
As the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…
08.26.2024
The U.S. economy has long been driven by consumers, with consumption constituting more than two-thirds of GDP growth: As the…
08.20.2024
In investment management, asset allocators and their advisors frequently revisit the concept of portfolio diversification — whether by geography, market…
07.18.2024
Indexing has risen in popularity over the last decade, particularly for U.S. equity investors. The fees are lower and indexing…
06.06.2024
Over the past year, the SEC has been phasing in regulatory changes for money market funds resulting from adopted amendments…
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