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 2022 year-end, the proprietary Marquette database contains over 45,000 notes on 15,000 products managed by 5,000 investment managers. Marquette also draws from Bloomberg, eVestment Alliance, eVestment HFN, Morningstar® Direct, and Pitchbook. This comprehensive database is supplemented with roughly 3,000 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: