• Home: An independent investment consulting firm, Marquette Associates helps institutions guide investment programs with a focused three-point approach & careful research.
  • Clients: Marquette Associates helps more than 160 clients guide over $60 billion in assets using a unique three-point service approach.
    • Corporate: Marquette has served public and private corporate clients for more than 20 years. This corporate plan expertise includes insights into the ever-changing pension laws affecting corporate pensions.
    • Endowments & Foundations
    • Healthcare: From healthcare reform and demographic changes to debt issues and the complexities of pricing FAS 157 assets, Marquette Associates understands the range of investment issues healthcare institutions face.
    • Public Funds: Marquette serves public fund clients with over $19 billion in assets. Our public pension plan expertise spans more than 15 years – from state, county and municipal funds to transportation, police and fire.
    • Religious: For more than 15 years, Marquette Associates has serviced the unique missions of religious institutions and their investment programs.
    • Taft-Hartley: Marquette Associates serves more than 60 Taft-Hartley clients with over $24 billion in assets – from million-dollar locals to multi-billion dollar internationals.
  • Services: 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.
    • Asset Allocation: The proprietary Marquette Associates asset allocation study uses Monte Carlo simulations to model capital market returns for fit with client objectives under a wide variety of macroeconomic conditions.
    • Investment Policy: Marquette Associates helps institutions develop customized investment policies to mitigate investment risk by communicating their unique needs clearly to service providers.
    • Fiduciary Education: Marquette Associates helps institutions understand complicated investment issues through well-researched, user-friendly fiduciary education.
    • Investment Systems Review: Marquette Associates begins each client relationship with a complete investment program review that examines the current program in depth.
    • Portfolio Monitoring: Marquette Associates helps provides institutions with independent, actual performance measurement that is reconciled with investment managers.
    • Investment Manager Search: Marquette Associates helps institutions search for and select traditional and alternative investment managers using dedicated asset class analysts.
    • Fee Negotiation: Marquette Associates has nearly 25 years of experience helping institutions execute custodian, recordkeeper and investment manager searches, perform thorough fee analyses and aggressively negotiate fees.
    • Trading Cost Oversight: Marquette actively monitors investment manager trading costs, soft dollar trading practices, portfolio rebalancing and larger multi-asset class transition events to minimize trading costs and control risk.
  • Research: Marquette Associates provides carefully researched advice to help institutions guide investment programs. Our research is known for its practical engagement of the most important issues institutional investors face – presented in clear, concise research publications.
  • About: An independent investment consulting firm, Marquette Associates guides institutional investment programs with a unique three-point approach and careful research. Marquette has served this Investment Stewardship Guidance mission in close collaboration with client staff since 1986 – enabling institutions to be more effective investment stewards.
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