Nat Kellogg, CFA
President
In this presentation from our 2013 Investment Symposium, we analyze different spending policy options for non-profit institutions, examine the long- and short-term effects of various spending policy decisions, and explore how stress testing can aid in understanding the risks of different spending policies.
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
Please join Marquette’s research team for our 1Q 2026 Market Insights Webinar analyzing the first quarter across the economy and various…
04.01.2026
Fixed income is the largest global financial market and often one of the largest allocations within institutional investors’ portfolios. A…
02.18.2026
Healthcare systems have faced an onslaught of challenges in recent years. They had to navigate the operational and financial headwinds…
01.22.2026
Anyone who has gone snowmobiling knows it can be simultaneously exhilarating and terrifying. Throttling across snow and through a forest…
01.07.2026
This video is a recording of a live webinar held January 15 by Marquette’s research team analyzing 2025 across the…
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