Thorough investment manager due diligence

Marquette Associates guides institutions in the search for and selection of traditional and alternative investment managers using dedicated asset class analysts. As of 2024 year-end, the proprietary Marquette database contains over 50,000 notes on 18,000 products managed by over 4,500 investment managers. Marquette also draws data directly from Bloomberg, Nasdaq eVestment, Morningstar, Burgiss, and Hedge Fund Research (HFR). This comprehensive database is supplemented with roughly 3,600 meetings with managers each year – Marquette staff personally interviewing portfolio managers, traders, analysts, and other key personnel to verify our thorough analyses on an ongoing basis.

Marquette investment manager search focuses on a five-step due diligence process: