2022 Investment Symposium
Friday, September 23, 2022 8:00 AM…
Read the full article >One of the most fundamental elements of a successful portfolio is a diversified asset allocation that fits client objectives. Portfolios should also accurately reflect client-specific objectives for risk tolerance, return goals, liquidity needs, cash flow demands, and investment policy guidelines.
Our asset allocation studies utilize rigorous Monte Carlo simulations and proprietary risk analytics to formulate customized portfolios that meet each client’s unique risk and return objectives. Portfolio structures are examined over a wide variety of macroeconomic conditions to identify long-term expectations as well as sensitivity to short-term market volatility. Rather than optimize on a single risk to determine a recommended portfolio, our model calculates a rigorous set of risk statistics ranging from market exposure to liquidity. Collectively, the holistic risk analysis combined with client-specific liability and cash flow information provides each client with a precise recommendation on portfolio structure.
Current client asset allocation studies are conducted as economic conditions change or client goals evolve. For new clients, asset allocation studies are typically included as part of the investment systems review.
While it is generally accepted that successfully and consistently timing the equity market is a loser’s bet, the same sentiment…
Read the full article >Quite simply, this has been the worst start to a year since the 1930s: One of only 19 quarters since…
Read the full article >The beginning of 2022 represented a change of pace for equity investors, as increased geopolitical and macroeconomic uncertainty drove the…
Read the full article >In this video, the authors of our recent white paper discuss the 60/40 model portfolio —…
Read the full article >Model portfolios — or those which adhere to a specific set of guidelines surrounding asset allocation and rebalancing — are…
Read the full article >This video features an in-depth analysis of the third quarter’s performance by Marquette’s research team, reviewing general themes from the…
Read the full article >This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes…
Read the full article >Rising inflation and interest rates have not been real issues for investors for several years, but both have remained popular…
Read the full article >On Friday, October 23rd, Marquette will be speaking at Institutional Investor’s 6th annual Redefining Fixed Income Forum, “Opportunities & Risks:…
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