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Marquette Associates > Services
Services
Asset Allocation
Investment Policy
Client & Fiduciary Education
Investment Systems Review
Portfolio Monitoring
Investment Manager Search
Fee Negotiation
Transition Oversight
Services
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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.
Risk
Asset allocation
Identify the best portfolio for your unique situation by analyzing up to nine different risks
Investment policy
Mitigate risk with clear investment guidelines
Client & fiduciary education
Simplify complex investment decisions
Quality
Investment systems review
Understand the current investment program in detail
Portfolio monitoring
Measure actual performance independently
Investment manager search
Search for and select traditional and alternative investment managers
Cost
Fee negotiation
Actively negotiate optimal investment manager, custodian and recordkeeper fees
Transition 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.
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