Effectively monitoring the portfolio requires independent performance reconciliation and customized reporting to ensure compliance with investment policy targets.
Marquette Associates helps provide institutions with independent, actual performance measurement that is reconciled with investment managers. Individual holdings and transactions for each investment portfolio are loaded into our proprietary database as the basis for obtaining accurate statistical analysis.
The Marquette performance universes consist of both actual manager and peer results to accurately monitor investment manager effectiveness. By using actual performance, Marquette avoids simulating performance results and eliminates bias. Daily transaction data and monthly market values are obtained from custodial statements to compute monthly time-weighted rates of return. Security-level equity data is also used for analytics and performance attribution. Our investment performance calculation and analysis software platform provides peer group data for roughly 20,000 asset owner plans and over $11 trillion in assets as of 2023.
Marquette portfolio monitoring includes:
Over the past year, the SEC has been phasing in regulatory changes for money market funds resulting from adopted amendments…
Read the full article >On Monday, June 27th, Kweku Obed, CFA, CAIA will be speaking at the National Association of Securities Professionals…
Read the full article >One of the most significant evolutions in our business over the last decade has been the growth of our Outsourced…
Read the full article >On Friday, January 26, Mike Spychalski, CAIA, will be speaking at the Northern Illinois Alliance of Fire Protection District’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 >Flash talk by Greg Leonberger, FSA, EA, MAAA at Marquette’s 2015 Investment Symposium…
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 >Regularly rebalancing portfolios is one of the key duties of trustees and other fiduciaries responsible for managing institutional portfolios. Asset…
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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