Leadership Team

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Richard R. Ratkowski, CFA

Director, Investment Strategies

Rick is a director in NISA’s Investment Strategies Group. He is responsible for developing custom strategies designed to meet client objectives and developing and implementing proprietary financial modeling and engineering tools used throughout NISA. Rick is also responsible for the day-to-day oversight of NISA’s Strategic Portfolio Management team which is charged with maintaining hedge strategies including completion portfolios. In addition, he assists in the areas of product development and growth initiatives at NISA.

Rick was recruited through NISA’s internship program and joined NISA’s Investment Strategies Group in 2005. He holds a BS in Computer Science and Economics and an MS in Computer Science from Washington University in St. Louis.

Recent Perspectives

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Stable Not Stale: Keeping Stable Value Fresh

Stable value investment options have experienced an evolution. Immediately after the Great Financial Crisis 13 years ago, wrap insurance providers, without exception, reassessed the risk implicit within the contracts they...

June 2022

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Standing Out From The Junk

If it wasn’t for the “high yield” classification or the less flattering term, “junk,” fallen angels (i.e., bonds downgraded below investment grade) may not need to fall as far. While high...

January 2022

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The Fall of Fallen Angels

On Dec 21st 2020, Tesla entered the S&P 500 with a market value of around $600 billion, representing ~1.7% of the index. Tesla became one of the five largest stocks by...

November 2021