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 2018 year end, the proprietary Marquette database contains over 42,000 notes on 11,000 products managed by 3,600 investment managers. Marquette also draws from eVestment Alliance, Morningstar® Direct, Preqin Ltd. and HFR® data. This comprehensive database is supplemented with more than 3,200 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: