Leadership Team

Portrait of Richard R Ratkowski

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 Group 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

Are Static Hedge Ratios Really Static?

Authors’ note: The timing of this piece may seem curious in these crazy times – specifically, a post that explores how “bond math” leads to increasing interest rate exposures in...

April 2020

Two Alternatives in the End-state

Many plan sponsors find themselves in the fortunate position of approaching the end of their plan’s glidepath. Favorable market conditions and a contribution nudge from tax reform have made the...

April 2019

Investing in Alternatives: What’s Trending

While we have seen shifts from active to passive across public markets, most notably large cap U.S. domestic equity, the alternatives space has historically been insulated to this change. While...

January 2019