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 2024 year-end, the proprietary Marquette database contains over 50,000 notes on 18,000 products managed by over 4,500 investment managers. Marquette also draws data directly from Bloomberg, Nasdaq eVestment, Morningstar, Burgiss, and Hedge Fund Research (HFR). This comprehensive database is supplemented with roughly 3,600 meetings with managers each year – Marquette staff personally 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:
The Chicago Transit Authority Retiree Health Care Trust (“Trust”), a Section 115 Trust, is requesting proposals from investment management firms…
Read the full article >On Tuesday, April 8, Kweku Obed, CFA, CAIA will be speaking at COLAB Connects’ Capital Connection: Spotlight on Small and…
Read the full article >On Tuesday, October 29, Luis Sierra, CFA will be speaking at New America Alliance’s Chicago Roadshow, Allocators Connection…
Read the full article >On Wednesday, October 9, Amy Miller will be speaking at the 2024 Women in Private Funds Summit in…
Read the full article >Historically, the private equity secondary market has been used by limited partners (“LPs”) to sell exposures at the end of…
Read the full article >On Thursday, June 13, Nat Kellogg, CFA and James Torgerson will be speaking at the…
Read the full article >Frank Valle, CFA, CAIA will be speaking at the 47th Annual Association of Investment Management and Sales…
Read the full article >On Wednesday, June 12, Jessica Noviskis, CFA will be speaking at the inaugural 2024 Women’s Private Credit Summit…
Read the full article >Published May 14, Catherine Hillier, Research Analyst, was interviewed for “Q1 2024: Small-Cap Equity…
Read the full article >On Wednesday, April 17, Griffin Gildea will be speaking at the 8th Annual Real Estate Midwest Forum hosted…
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