2014 Marquette Investment Symposium session
In this presentation from our 2014 Investment Symposium, we explore current interest rate levels, our perspective as consultants, and strategic solutions for mitigating the effects of rising rates on portfolios.
Recorded Friday, September 12, 2014
2014 Marquette Investment Symposium
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A briefing on our 3Q 2013 Market Environment report, covering the overall U.S. economy, fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.
Please join Marquette’s asset class analysts for a live webinar briefing on our 3Q 2013 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.
The overall U.S. economy will be discussed, along with fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.
Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered as time allows during the Q&A session towards the end of the webinar.
If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.
Please contact us for access to this video.
2013 Marquette Investment Symposium session
In this presentation from our 2013 Investment Symposium, we explore various emerging trends in the alternatives space, including low volatility equity, tail risk, managed futures, gold, MLPs, GTAA, risk parity, farmland, direct lending, and opportunistic credit.
Investment Symposium 2013
Recorded September 13, 2013
Please contact us for access to this video.
2013 Marquette Investment Symposium session
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.
Live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies.
Thorough manager due diligence and fee negotiation are critical to avoiding poor products and performance erosion.
Register now to join us for a live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. Clear guidance for both clients and managers will also be covered, including “do’s and don’ts” for approaching our research process.
Live Webinar – Tuesday, June 18, 2013 – 1:00-1:45 PM CT
Please contact us for access to this video.
A briefing on our 1Q 2013 Market Environment report, covering the overall U.S. economy, fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.
Live Webinar – Tuesday, April 16, 2013 – 1:00-1:45 PM CT
Please join Marquette’s asset class analysts for a live webinar briefing on our 1Q 2013 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.
The overall U.S. economy will be discussed, along with fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.
Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered as time allows during the Q&A session towards the end of the webinar.
If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.
Please contact us for access to this video.
A briefing on our 3Q 2012 Market Environment report, covering the overall U.S. economy, fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.
Live Webinar – Friday, October 12, 2012 – 1:00 PM CT
Please join Marquette’s asset class analysts for a live webinar briefing on our 3Q 2012 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.
The overall U.S. economy will be discussed, along with fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.
Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered as time allows during the Q&A session towards the end of the webinar.
If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.
Please contact us for access to this video.
Live webinar to discuss our upcoming paper on rebalancing and guidelines for implementing a rebalancing policy.
Portfolios must be rebalanced to maintain the risk/reward profile set in the original asset allocation. But how often should portfolios be rebalanced? And what guidelines should be used to determine when to rebalance? As institutional investment stewards, trustees and their investment consultants have a fiduciary duty to set a clear policy on portfolio rebalancing.
Register now to join us for a live webinar to discuss our upcoming paper on rebalancing [Ed: updated in 2018] and guidelines for implementing a rebalancing policy. We’ll address key questions to consider and discuss in more detail with your consultant.
Live Webinar – Wednesday, May 16, 2012 – 1:00-1:45 PM CT
Please contact us for access to this video.
A briefing on the commodities asset class and key points from our newly published position paper.
Skyrocketing commodity prices combined with the poor performance of equities have led to an increased interest in commodity allocations. Commodities have not historically been part of an institutional investor’s asset allocation, and some even question whether commodities are an asset class.
Register now to join us for a live webinar to discuss commodities as an institutional asset class with senior research analyst Eric Przybylinski and director of research Greg Leonberger. We’ll explore commodities as an investment, focusing on investment vehicles, the sources and attributes of historical risk and return, and commodities’ place in an investment portfolio.
We’ll brief participants on key points from our newly published position paper, including:
Live Webinar – Thursday, March 1, 2012 – 1:00 PM CT
Please contact us for access to this video.
A briefing on the infrastructure asset class and key points from our newly published position paper.
Join us for a live webinar to discuss the asset class with our infrastructure authority Elizabeth Francis and investment consultant Miguel Zarate.
We’ll brief participants on key points from our newly published infrastructure position paper [Ed: note 2018 update], including:
Live Webinar – Wednesday, November 30, 2011 – 10:00 AM CT
Who should attend: Institutional investment stewards, investment managers
Please contact us for access to this video.
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