Investment Manager Search, Manager Selection - Marquette Associates
Investment Manager Search
Searching for and selecting investment managers who precisely fit the unique needs of each institution is one of the most important aspects of controlling investment program quality.

Proprietary investment manager analysis

Marquette Associates helps institutions search for and select traditional and alternative investment managers using dedicated asset class analysts. The proprietary Marquette database maintains data on over 8,000 investment firms and mutual funds with detailed internal files on over 500 firms. This substantial database is supplemented with over 500 face-to-face meetings with managers each year. Marquette also draws from eVestment Alliance, Morningstar® Direct, Preqin Ltd. and HFR® data.
Marquette investment manager search typically includes:

  • Criteria development – Develop selection criteria based on the client’s unique situation to focus the search on the best candidates 
  • Profiling – Prepare quantitative and qualitative profiles for clients detailing manager's organization, investment philosophy, holdings and performance
  • Client review – Review candidate profiles with the client to help them determine the most appropriate manager
  • Interviews – Coordinate interviews with investment firms and ensure that manager presentations meet client criteria
  • Fee negotiation – Assist in fee negotiation with selected managers and the transfer of funds to any new organizations
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