Sustainable Investing

Marquette has over 20 years of experience working with and guiding our clients to invest in sustainable investment products. As of June 30, 2020, we have over 80 clients with combined assets of over $81 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

  • ESG integration
  • SASB materiality
  • Socially Responsible Investing (SRI)
  • Positive and negative screening
  • Impact investing
  • Diverse manager initiatives
  • Alignment with the United Nations Sustainable Development Goals
  • Sustainable investment reporting

Learn more about our approach to sustainable investing:

Download our Sustainable Investing Expertise Brief

Featured Experts

Nichole Roman-Bhatty, CIMA® | Managing Partner

Nichole leads the firm’s religious services practice area and is also the chair of the sustainable investing group.

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