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 2020 year-end, the proprietary Marquette database contains over 45,000 notes on 14,000 products managed by 4,000 investment managers. Marquette also draws from Bloomberg, eVestment Alliance, eVestment HFN, Morningstar® Direct, and Pitchbook. This comprehensive database is supplemented with more than 3,600 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:
Announced yesterday by eVestment, Nat Kellogg, CFA will be joining their inaugural consultant advisory board. As…
Read the full article >On Tuesday, February 23rd, Ben Mohr, CFA, will be speaking at a virtual roundtable discussion organized…
Read the full article >On May 12, managing director Kweku Obed, CFA, CAIA was featured on eVestment’s The Source podcast. Kweku spoke about Marquette’s
Read the full article >On Thursday, October 17th, Lauren Cellucci, CIMA® will be speaking at the Association of Investment Management Sales Executives’ (AIMSE)…
Read the full article >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 >With 2020 underway, sustainable investing continues to be a trending topic, although the concept of incorporating environmental, social, and governance…
Read the full article >This position paper explores the fundamentals of private equity as an asset class. Particularly, we examine the subcategories of venture…
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) 41st…
Read the full article >On Wednesday, February 28, Samantha Grant, CFA, CAIA, will be speaking at the CFA Industry Roundtables for Investment Professionals…
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