Thorough investment manager due diligence

Marquette Associates guides institutions in the search for and selection of traditional and alternative investment managers using dedicated asset class analysts. As of 2023 year-end, the proprietary Marquette database contains over 45,000 notes on 17,000 products managed by over 4,400 investment managers. Marquette also draws from Bloomberg, eVestment Alliance, eVestment HFN, Morningstar® Direct, and Pitchbook. This comprehensive database is supplemented with roughly 3,500 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: