04.07.2026
Fiduciary Duties in Selecting Designated Investment Alternatives
On March 30, 2026, the Department of Labor (DOL) issued its proposed regulation: Fiduciary Duties in Selecting Designated Investment Alternatives….
Since our last Master Limited Partnership (“MLP”) newsletter in 2011, the MLP market has grown from $220 billion to $437 billion as of September 2014. Investors have been on a “search for yield” over the past few years and the MLP space has proven to be an attractive investment with high yields and attractive growth opportunities. In the past, investing in MLPs has traditionally come with complicated tax related issues, which have often deterred institutional investors. As institutional interest continues to expand into the MLP space, however, institutional-friendly products have emerged. This newsletter takes a look at some of the recent developments in the MLP space and examines the channels by which investors can access MLPs in a tax efficient manner.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
04.07.2026
On March 30, 2026, the Department of Labor (DOL) issued its proposed regulation: Fiduciary Duties in Selecting Designated Investment Alternatives….
04.02.2026
This video is a recording of a live webinar held April 16 by Marquette’s research team analyzing the first quarter…
03.02.2026
Recent market dynamics in the software sector reflect a sharp shift in investor sentiment driven primarily by concerns that advances…
02.18.2026
Healthcare systems have faced an onslaught of challenges in recent years. They had to navigate the operational and financial headwinds…
02.17.2026
Performance is a key attribute of any investment strategy with a values-based or sustainability focus. As such, analyzing the 2025…
01.22.2026
Anyone who has gone snowmobiling knows it can be simultaneously exhilarating and terrifying. Throttling across snow and through a forest…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >