Risk Parity How to Invest for All Market Environments

Target high returns and greater consistency with this insightful guide from a leading investor

The market volatility exacerbated by the COVID-19 pandemic has led many to question their exposure to risk in their own portfolios. But what should one do about it?

In Risk Parity: How to Invest for All Market Environments, accomplished investment consultant Alex Shahidi delivers a powerful approach to portfolio management that reduces the potential for significant capital loss while maintaining an attractive expected return.

The book focuses on allocating capital amongst four diverse asset classes: equities, commodities, Treasury bonds, and Treasury Inflation Protected Securities. You’ll learn about:

• The nature of risk and why traditional approaches to risk management unnecessarily give up potential returns or inadequately protect against catastrophic market events
• Why proper risk management is more important now than ever
• How to efficiently implement a risk parity approach

Perfect for both individual and professional investors, Risk Parity is a must-have resource for anyone seeking to increase consistency in their portfolio by building a truly balanced asset allocation.

ALEX SHAHIDI is Managing Partner and Co-Chief Investment Officer at Evoke Advisors, one of the largest registered investment advisors in the United States. He has over two decades of experience as an investment advisor managing billions of dollars for institutional and ultra-high-net-worth clients. Alex is a Chartered Financial Analyst charterholder, a Certified Investment Management Analyst, and a Certified Financial Planner. Barron’s magazine has repeatedly ranked him as one of the top financial advisors in the country. Alex has been interviewed on Bloomberg Television and Radio, BBC World News, and Yahoo! Finance and for articles in the Wall Street Journal, Barron’s, and other major publications. He has also been featured in numerous podcasts including Capital Allocators, The Investor’s Podcast, and Seeking Alpha.

Preface

Acknowledgments

About the Author

Introduction

Chapter 1: What is Risk Parity?

Chapter 2: Two Steps to Build a Well-Balanced Portfolio

Chapter 3: Equities

Chapter 4: Treasuries

Chapter 5: TIPS (Treasury Inflation-Protected Securities)

Chapter 6: Commodities

Chapter 7: Other Asset Classes

Chapter 8: Risk Parity Portfolio Summary

Chapter 9: Risk Parity Portfolio Historical Returns

Chapter 10: The Timeliness of Risk Parity

Chapter 11: The Rebalancing Boost

Chapter 12: Efficient Implementation

Chapter 13: When Does Risk Parity Underperform?

Chapter 14: FAQs

Chapter 15: Conclusion

Index

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.