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 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:
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
Read the full article >Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “
Read the full article >Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live!…
Read the full article >On Thursday, October 19, Evan Frazier, CFA, CAIA will be joining a webinar hosted by Essentia Analytics…
Read the full article >On Thursday, September 21, David Hernandez, CFA will be speaking at the 2023 Diversity…
Read the full article >On Tuesday, July 25th, Nat Kellogg, CFA, and Amy Miller will be speaking at…
Read the full article >On Monday, July 17, Nat Kellogg, CFA will be speaking at ALTSCHI, jointly hosted by the CFA…
Read the full article >On Wednesday, March 23rd, Nat Kellogg, CFA will be speaking at the OCIO Central Summit hosted by…
Read the full article >Announced yesterday by eVestment, Nat Kellogg, CFA will be joining their inaugural consultant advisory board. As…
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
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