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180 North
LaSalle Street
Suite 3500
Chicago, Illinois 60601
Tel: (312) 527-5500
Fax: (312) 527-9064
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Asset Allocation:
The most important aspect of any investment portfolio is its exposure
to different asset classes. Marquette Associates believes the key to a
successful investment program is an appropriate asset allocation. To
assist our clients in this process, Marquette uses a combination of
qualitative and quantitative techniques. Our approach is characterized
by:
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Explicit recognition of the importance of the structure and size of
the cash flow requirements and other financial obligations
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The use of downside risk (chance of underperforming a target return)
as a measure of volatility
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Explicit recognition that some risk factors, such as liquidity,
cannot always be quantified
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Incorporation of the latest state-of-the-art techniques in portfolio
modeling, and
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Capital market assumptions that incorporate both long- and
short-term averages, as well as forward-looking projections
As a result of this analysis, Marquette typically structures
portfolios with a diverse combination of asset classes that best meets
the objectives of the investment program. The majority of our
investment structures emphasize investments with liquidity, high
quality, and distinct correlations among each other.
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