Greg Leonberger, FSA, EA, MAAA, FCA
Partner, Director of Research
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.
09.15.2026
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09.14.2026
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07.22.2026
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…
06.25.2026
Commodities represent a unique asset class within global financial markets. Like equities and bonds, commodity prices are influenced by the…
05.07.2026
The leadership structure of the Federal Reserve is intentionally designed to promote continuity, independence, and institutional stability across political cycles….
04.07.2026
On March 30, 2026, the Department of Labor (DOL) issued its proposed regulation: Fiduciary Duties in Selecting Designated Investment Alternatives….
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