The complexities of institutional investing in today’s volatile markets present one of the greatest risks to investment programs.
Marquette Associates helps institutions understand complicated investment issues through well-researched, user-friendly education. Our educational services not only simplify complex investment decisions, but also provide the in-depth analysis needed for a thorough understanding of each issue.
Marquette actively publishes five types of research, including white papers and the Investment Perspectives newsletter. Our research insights are often delivered in face-to-face educational seminars tailored to unique client needs.
Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,…
Read the full article >On May 23rd, with overwhelming bipartisan support, the Setting Every Community Up for Retirement Enhancement Act (SECURE…
Read the full article >While 2018 saw bipartisan support for retirement savings enhancements, the proposed legislation highlighted in our previous Legislative…
Read the full article >On Thursday, June 6th, David Hernandez, CFA and Nichole Roman-Bhatty, CIMA® will be presenting at the Mid-Atlantic…
Read the full article >On Wednesday, May 22, David H. Smith, CFA will be speaking at the National Association of State Treasurers 2019 Treasury Management…
Read the full article >A pitfall for a majority of plan participants surrounding retirement planning is a lack of familiarity with…
Read the full article >Regularly rebalancing portfolios is one of the key duties of trustees and other fiduciaries responsible for managing…
Read the full article >Recorded Friday, September 28, 2018 — 2018 Investment Symposium
Read the full article >Recorded Friday September 28, 2018 — 2018 Investment Symposium
Read the full article >Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
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