RVK Inc

Est. 1985
51-200 employees Investment Management

About RVK Inc

RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY. We provide unbiased general investing consulting services to approximately 200 institutional clients. Our clients include corporations, public retirement systems, Taft-Hartley funds, nonprofit organizations, non-pension operating funds, and high-net-worth individuals and families. The heart of RVK is our team-centered approach to client service, provided by our experienced team of consulting professionals. RVK is committed to an independent business model and to its express no conflicts of interest policy.

Expertise

Institutional Investment Consulting, Investment Manager Research, Fiduciary Management, OCIO Searches, DC Solutions, Investment Operations Solutions, and Investment Program Reviews

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Diversification Considerations Given Changing Stock-Bond Correlations
  • 01 Oct 2024

Harry Markowitz, Nobel Laureate and creator of modern portfolio theory, is credited with the famous quote, “Diversification is the only free lunch in investing.” Diversification is a fundamental be...

By RVK Inc In Equities, Fixed Income, Portfolio Construction
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Insurance Businesses and Credit Ratings
  • 01 Sep 2024

Transferring risk from the insurance policy holder to the insurer puts every insurance customer in the position of being a creditor, so the perception of creditworthiness is key to the viability of...

By RVK Inc In Industry, Fixed Income
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2024 Q2 Peer Group Analysis
  • 01 Jul 2024

Each quarter, where appropriate, RVK utilizes peer group data to provide clients with a comparison of similar funds’ performance. Each client group listed is comprised of funds under the same categ...

By RVK Inc In Thematic / Megatrends, Equities
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US Small and SMID Cap Growth Equity Trends
  • 01 Jun 2024

RVK has observed a consistent theme in recent meetings with US small cap and SMID (small and mid) cap equity managers—primarily on the growth side. Market concentration is not reserved only for US...

By RVK Inc In Macro, Private Markets, Equities
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Public Funds Report: December 2023 Observations
  • 01 May 2024

For over 30 years, RVK has published a semiannual Public Funds Report, summarizing survey data from public pension plans (“public funds”) across the US. The public funds included in our reports ran...

By RVK Inc In Industry, Macro
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2024 Q1 Peer Group Analysis
  • 01 Apr 2024

Each quarter RVK utilizes peer group data to provide clients with a comparison of similar funds’ performance. Each client group listed is comprised of funds under the same category; the broad All...

By RVK Inc In Thematic / Megatrends, Equities
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Monetary Policy and Equity Trends
  • 01 Mar 2024

There have been two major US stock market trends frequently discussed in recent client and investor meetings: stock market concentration and the resumed leadership of growth stocks in 2023. The dri...

By RVK Inc In Macro, Equities
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Private Equity Return Premiums and the Current Market
  • 01 Mar 2024

While we are wary of predicting an exact value, given the complexity of markets and the number of assumptions involved, we are comfortable putting the current market environment into historical con...

By RVK Inc In Thematic / Megatrends, Private Markets, Equities, Sustainability
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2024 Capital Market Assumptions
  • 01 Feb 2024

Every calendar year RVK produces long-term forward-looking capital market assumptions through a rigorous multi-step process that draws on both quantitative economic and financial inputs as well as...

By RVK Inc In Portfolio Construction
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