Nichole Roman-Bhatty Speaking at AIMSE Chicago ESG Roundtable 5/17
On Tuesday, May 17th, Nichole Roman-Bhatty, CIMA® will be speaking at the Chicago ESG Roundtable, “Outlook and Implementation…
Read the full article >Marquette has over 20 years of experience working with and guiding our clients to invest in sustainable investment products. As of December 31, 2021, we have 85 clients with combined assets of over $150 billion invested using one or more SRI/ESG/Impact investing methodology. We are an active voice in the sustainable investment industry through speaking engagements, thought pieces, and participation in advocacy initiatives.
Our approach to sustainable investing begins with a deep understanding of each client’s specific values and investment objectives, which oftentimes involves some level of education on sustainability trends. To that end, we start with the investment policy statement — incorporating the client’s mission and ensuring that the goals of the client are clearly defined so that all responsible parties understand what is to be achieved. Compliance with the investment policy is equally as important; Marquette serves as the referee in this sense, monitoring the underlying manager’s holdings and providing our clients with compliance reporting and sustainability scorecards. Most recently, Marquette has partnered with MSCI to enhance our sustainable reporting capabilities. Our research capabilities allow for incorporation of sustainable investing across all asset classes.
Sustainable Investing Expertise
Learn more about our approach to sustainable investing:
Download our Sustainable Investing Expertise BriefOn Tuesday, May 17th, Nichole Roman-Bhatty, CIMA® will be speaking at the Chicago ESG Roundtable, “Outlook and Implementation…
Read the full article >On Wednesday, April 20th, Brett Graffy, CAIA will be speaking at the with intelligence Pension Bridge Annual…
Read the full article >On Thursday, February 11th, Marquette will be participating in the National Association of Securities Professionals’ (NASP) Diverse Manager Forum, being held…
Read the full article >On Wednesday, November 3rd, Marquette will be speaking at Institutional Investor’s ESG and Sustainable Returns Forum 2021, “ESG and the Convergence…
Read the full article >On Thursday, October 28th, Nichole Roman-Bhatty, CIMA®, and Nicole Johnson-Barnes, CFA will be presenting…
Read the full article >Marquette will be participating in two events as part of Institutional Investor’s Redefining Fixed Income Series of webinars this year…
Read the full article >This video features an in-depth analysis of the first half of 2021, reviewing general themes from the second quarter and…
Read the full article >Announced today, Marquette has joined thirteen institutional investment consulting firms in the U.S. in establishing the Investment Consultants Sustainability Working…
Read the full article >An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition…
Read the full article >On Wednesday, February 24th, Marquette will be speaking at the 2021 Pension Bridge Virtual ESG Summit. Ben Mohr will be participating in…
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