Kweku Obed, CFA, CAIA
In recent years, some proactive and thoughtful pieces have spurred constructive dialogue within the investment consulting and plan sponsor communities on the measurable benefits of incorporating “diverse” investment firms within their various investment programs. In short, a diverse investment manager can be defined as a firm that is women owned, minority owned, or a combination of the two.
This newsletter strives to enhance the ongoing series of constructive discussions and solutions featuring Marquette, the diverse investment manager community, and the plan sponsors who wish to advance diverse manager initiatives. It is Marquette’s view that broader conversations about the diverse manager community should deliberately acknowledge the existence of newer structural headwinds that diverse managers face in today’s market. By focusing on these material hurdles – some of which are highlighted in this newsletter – the plan sponsor, diverse manager and consultant communities will be in a stronger position to formulate practical solutions to these challenges.
Over the last few months, equity markets have experienced sizable drops, making many investors wary about the future. Despite this,…
This year’s non-U.S. equity returns have been disappointing, particularly for developed small-cap, with the MSCI EAFE small-cap index down 17.6%…
A pitfall for a majority of plan participants surrounding retirement planning is a lack of familiarity with…
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