12.12.2025
Luis Sierra Speaking at With Intelligence 2026 Institutional Partnership Retreat 3/2–3
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Partner, was interviewed for “Marquette Expands Due Diligence Questions On Sustainability, DEI,” by Nonprofit News, a part of FIN News.
Linsey serves as a co-lead of Marquette’s sustainable investing group and discussed recent changes to Marquette’s manager due diligence questionnaire seeking to establish a more thorough picture of sustainability attributes within the firm’s proprietary manager database, particularly regarding sustainable investment-focused teams, processes, and strategies. Additionally, the due diligence questionnaire now requests more in-depth diversity information beyond ownership attributes. As the sustainable investing space continues to evolve, Marquette is committed to creating more consistent and accessible data across the industry.
12.12.2025
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
12.08.2025
On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will…
02.04.2026
On Wednesday, April 22, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College and…
02.04.2026
On Tuesday, April 28, Stephanie Osten will be speaking at the 49th Annual Association of Investment Management and…
06.30.2025
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
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 >