Investment Manager Research Oversight:
Marquette Associates dedicates significant time and resources when
evaluating investment management organizations and their ability to
add value to a client’s investment program. The firm utilizes asset
class specialist to interview prospective organizations. The interview
process focuses on an organizations’ stability, investment philosophy,
investment process, risk procedures, and decision making structure.
Multiple meetings are conducted in-house as well as on-sight to
supplement our quantitative analysis.
All of the firm’s investment manager searches are created based on
each client’s specific needs and circumstances. Below is Marquette’s
investment management research staff:
The investment manager search process at Marquette offers clients
access to objective investment manager evaluations as well as a
complete resource for implementing the selection decision.
