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.
04.28.2025
Since the onset of the pandemic, the commercial real estate market has experienced significant volatility — first benefiting from a…
04.07.2025
The global trade landscape has been significantly reshaped by a series of aggressive tariffs initiated by President Donald Trump. These…
02.13.2025
The new year brings a new political administration with fresh approaches and drastically different perspectives on topics ranging from immigration…
01.23.2025
From an investor’s perspective, the current environment feels lot like it did twelve months ago: U.S. equity markets returned over…
12.19.2024
Before the football season began, we authored a white paper that detailed offensive and defensive elements of…
11.25.2024
The 2024 National Football League regular season is at its midpoint, meaning employees in Marquette’s Chicago office are enduring another…
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