Marquette Associates' three-point investment approach helps institutions control the key factors that lead to successful investment programs and fiduciary responsibility – risk, quality and cost – by providing carefully researched
advice on each point.
- Fee negotiation
- Actively negotiate optimal investment manager, custodian and recordkeeper fees
- Trading cost oversight
- Monitor investment manager trading costs, soft dollars, portfolio rebalancing and transition events
Retainer clients benefit from not just the services above – but also special projects support to handle the ad hoc tasks needed to keep investment programs on track.