Retirement Basics Video Series
This video series is intended for plan sponsors and fiduciaries and covers a variety of topics related to creating and…
Read the full article >Developing an investment policy addresses key issues for investment teams – from the designation of fiduciary responsibilities, permissible investments and proxy voting to benchmarks, performance horizons and reporting requirements.
Marquette Associates helps institutions develop customized investment policies to mitigate investment risk by communicating their unique needs clearly to service providers. At least once a quarter, Marquette consultants review compliance with investment policy targets and make rebalancing recommendations based on liquidity needs and variance from policy targets. Longer-term policy targets are reviewed annually at a minimum, or when triggered by a fundamental change in financial status or the capital markets.
This video series is intended for plan sponsors and fiduciaries and covers a variety of topics related to creating and…
Read the full article >Our Sustainable Investing video series introduces the concepts and best practices of sustainable investing to trustees, staff, and other investors….
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 >As sustainability factors are increasingly being incorporated into the underlying investment processes at the corporate, manager, and investor levels, it’s…
Read the full article >Regularly rebalancing portfolios is one of the key duties of trustees and other fiduciaries responsible for managing…
Read the full article >Stock markets around the globe “corrected” in October, experiencing a sudden and broad-based drop. The sell-off was somewhat unusual as…
Read the full article >Socially-responsible investing (SRI) is one of the fastest-developing segments of investing and we see a ballooning trend of true action…
Read the full article >Impact investing is one of the fastest growing spaces in the investment marketplace — offering market-rate returns alongside social and…
Read the full article >In this presentation from our 2013 Investment Symposium, we analyze different spending policy options for non-profit institutions,…
Read the full article >Portfolios must be rebalanced to maintain the risk/reward profile set in the original asset allocation. But how often should portfolios…
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