Investment Policy Committee:
Marquette is committed to staying at the forefront of the investment
consulting industry by continuously developing new research and
enhancing our firm’s systems. Regularly scheduled Investment Committee
meetings provide a forum for addressing market-related issues, client
investment concerns, and the critical engagement and analysis of the success of
our clients’ investment portfolios. All of Marquette’s consultants are
engaged in client and topical research that often results in the
preparation of “white papers” or client memoranda. These research
issues are coordinated through Dave Fitch, PhD., Chief Investment
Officer, and Tim Burdick, Director of Research.
The Firm’s research provides practical engagement of investment
problems within the current market environment. As a result, the
Committee’s work in this area is more topical than academic in nature.
The Firm also realizes that each client’s needs are distinct and that
to be effective, Marquette Associates’ analysis must be tailored to
their needs.
Recent List of Newsletters & White Papers:
- Emphasizing Yield in Institutional Portfolios
- Gaining Perspective of the U.S. Equity Markets
- The Current Fixed Income Environment
- Status of the Corporate Fraud Act Proposals
- Possible Economic and Financial Effects of September 11th
- What’s Wrong With My Index?
- An Evaluation of Rebalancing Strategies
- Bear of an Opportunity: Preparing Your Portfolio to Survive an
Extended Bear Market Cycle
- An Overview of International Investing
- Hedged Investments: What are They and Do They Make Sense For
Mid-Sized Portfolios
- A Review of Securities Lending
- Value versus Growth: The Enduring Quandary, Where Do We Go From
Here?
- An Overview of Commission Recapture
- Socially Responsible Investing
- Pension Obligation Bonds: A Possible Low Cost Solution to Fully
Funding Retirement Systems
To receive a copy of any of the above-mentioned research, please
contact our Director of Research, Tim Burdick. His e-mail address is
tburdick@marquetteassociates.com .
Associated Links:
AFL-CIO
Irrc.org
Pionline.com
S&P
Moody’s
