Nat Kellogg, CFA
President, Director of Manager Search
At Marquette we work with clients to construct portfolios that minimize risk while generating desired rates of return commensurate with overall program goals. These allocations are strategic in nature and designed to generate acceptable rates of return over long periods of time by assembling a diversified set of asset classes. These allocation decisions are meant for long term performance and, as a result, tend to be fairly static. Allocations are rebalanced to maintain desired risk and return targets but are fairly steady regardless of market conditions.
10.26.2023
Coming into 2023, investors were cautiously optimistic about 2023 market returns; cautious considering the broad losses across asset classes during…
10.12.2023
Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…
09.27.2023
The federal government will shut down if Congress is unable to pass funding legislation by October 1, and a bill…
09.22.2023
Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…
08.09.2023
Marquette regularly sends a senior member of our research team abroad as part of ongoing manager sourcing…
08.02.2023
Fitch Ratings unexpectedly downgraded the U.S. government’s credit rating one notch from AAA to AA+ on August 1, 2023. This…
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