James Rhodes

Functions as a College/University

Operates as a investment insights company that provides investment and wealth management & credit rating services

Functions as a College/University

Rocaton develops its asset allocation recommendations through the use of proprietary risk, return and correlation assumptions to assess the expected risk and expected return of different asset mixes over a variety of market environments. Specifically, the firm often utilizes a Monte Carlo portfolio optimization process to forecast risk and return inputs over different scenarios. Recommended allocations are generally based on forecasted risk and forecasted return characteristics, including expected volatility and correlation of returns, liquidity and transaction costs, as well as on client objectives.