Searching for and selecting investment managers who precisely fit the unique needs of each institution is one of the most important aspects of controlling investment program quality.
Marquette Associates guides institutions in the search for and selection of traditional and alternative investment managers using dedicated asset class analysts. As of 2018 year end, the proprietary Marquette database contains over 42,000 notes on 11,000 products managed by 3,600 investment managers. Marquette also draws from eVestment Alliance, Morningstar® Direct, Preqin Ltd. and HFR® data. This comprehensive database is supplemented with more than 3,200 meetings with managers each year – senior Marquette staff interviewing portfolio managers, traders, analysts and other key personnel to verify our thorough analyses on an ongoing basis.
Marquette investment manager search focuses on a five-step due diligence process:
On Friday, July 12, Nichole Roman-Bhatty, CIMA®, will be speaking at KORIED’s 2019 Global Summit, “Future of Finance – Disruption, Innovation…
Read the full article >On May 24, Nat Kellogg, director of manager search, was quoted in a FundFire article on an emerging managers…
Read the full article >On Tuesday, May 1, Julianna Paterra, CAIA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE)…
Read the full article >Socially-responsible investing (SRI) is one of the fastest-developing segments of investing and we see a ballooning trend of true action…
Read the full article >On Wednesday, February 28, Samantha Grant, CFA, CAIA, will be speaking at the CFA Industry Roundtables for Investment Professionals…
Read the full article >On Tuesday, December 5, Nat Kellogg, CFA will be speaking as a panelist at the CFA Society’s Investment Consultant Perspectives…
Read the full article >On August 23, investment consultant Kweku Obed was quoted in a FundFire article on the increasing use of emerging investment…
Read the full article >On January 4, Kelli Schrade, director of manager research, was quoted in a FundFire article on emerging investment manager…
Read the full article >Over the past two decades there has been a steady decline in the number of companies listed on U.S. stock…
Read the full article >On November 9-10, Kelli Schrade, director of manager research, will participate on a panel of judges during the Manager Finals Competition…
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