David H. Smith Speaking at Institutional Investor Virtual Roundtable 5/21
On Thursday, May 21st, David H. Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives…
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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
- Endowment
- Foundation
- Defined contribution
- Operating/reserve
