Chris Caparelli Speaking at Opal Group Endowment & Foundation Forum 10/1
On Thursday, October 1st, Christopher Caparelli, CFA will be speaking at Opal Group’s Endowment & Foundation Forum 2020, being…
Read the full article >Marquette Associates serves more than 100 endowment, foundation and nonprofit clients based on over three decades of eleemosynary experience. Our unique insights into the guidance of eleemosynary assets result from both careful research and a team of investment professionals with practical work experience at mission-based organizations and investment firms.
Our hands-on approach to customizing investment programs balances the use of traditional and alternative investments while factoring in the demands of an institution’s spending policy, cash flow needs, and operating budget. Our asset allocation modeling helps identify the specific portfolio risks that impact spending and long-term asset growth.
Although portfolios are benchmarked against peer groups, Marquette never uses a “one-size-fits-all” approach. Each investment program is specifically tailored to an organization’s unique mission and operating situation.
Endowments & Foundations Investment Expertise
On Thursday, October 1st, Christopher Caparelli, CFA will be speaking at Opal Group’s Endowment & Foundation Forum 2020, being…
Read the full article >On Thursday, May 21st, David H. Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives…
Read the full article >On Wednesday, January 15, David H. Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2020 Professional…
Read the full article >On Wednesday, May 15, Nat Kellogg, CFA, will be speaking at the 2019 CFA Society of Pittsburgh Endowments and…
Read the full article >Our Alternatives 101 video series covers each of the major alternatives asset classes, with guidance provided by several of Marquette’s…
Read the full article >With each passing year, we continue to see compelling and thoughtful empirical research that highlights the strong case for all…
Read the full article >Live Webinar – Thursday, October 24, 2019 – 1:00-2:00 PM CT Please…
Read the full article >Friday, September 28, 2018 8:00 AM – 2:00 PM Marquette clients –…
Read the full article >Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,…
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