Marquette Associates outsourced CIO services enable institutions to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality, and cost.
Marquette provides outsourced chief investment officer (OCIO) services using a framework based on our traditional investment consulting approach proven over more than 35 years. Marquette claims compliance with the Global Investment Performance Standards (GIPS®).1 Marquette helps institutional investment stewards delegate fiduciary duties with a customizable discretionary framework that includes:
Learn more about our outsourced CIO services:
Download our Outsourced CIO Services BriefThis video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…
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Read the full article >Watch the flash talks from Marquette’s 2025 Investment Symposium livestream on September 26 in the player below — use the…
Read the full article >Marquette Associates is proud to be recognizing 15 years of providing OCIO management services. We stepped into…
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Read the full article >On August 7, 2025, President Trump signed an executive order to expand alternative investment access in defined contribution retirement plans…
Read the full article >On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan…
Read the full article >Despite the U.S. economy’s impressive growth in recent decades, the federal government currently faces elevated borrowing costs to fund its…
Read the full article >This video is a recording of a live webinar held July 17 by Marquette’s research team analyzing the…
Read the full article >Jessica is Marquette’s OCIO committee chair and collaborates with consultants and the research team to determine portfolio strategy for the firm’s OCIO clients.
Marquette's CCO, Linsey serves on the firm's board of directors and co-leads the Sustainable Investing Group.
Tim is a managing director for Marquette and serves on the firm’s board of directors.
Marquette's Director of Research, Greg is a fully credentialed actuary and has over 25 years of investment experience.
1GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. For additional information or to obtain GIPS-compliant performance information for the firm’s strategies, please contact us using the Contact page.
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