Marquette Associates outsourced CIO services enable institutions to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality, and cost.
Marquette provides outsourced chief investment officer (OCIO) services to more than 70 clients with combined assets of over $15 billion as of March 31, 2022, using a framework based on our traditional investment consulting approach proven over more than 30 years. Marquette claims compliance with the Global Investment Performance Standards (GIPS®).1 Marquette helps institutional investment stewards delegate fiduciary duties with a customizable discretionary framework that includes:
Learn more about our outsourced CIO services:
Download our Outsourced CIO Services BriefLast week, we hosted our “Halftime” Market Insights Webinar. As the host, my job was to introduce…
Read the full article >This video is a recording of a live webinar held July 20th by Marquette’s research team, featuring in-depth analysis of…
Read the full article >Even the casual observer of market dynamics is likely aware that the world economy appears to be on uneven footing….
Read the full article >Launching September 1st, CFA Institute has announced the creation of the GIPS Standards for OCIOs Working Group to provide input…
Read the full article >While it is generally accepted that successfully and consistently timing the equity market is a loser’s bet, the same sentiment…
Read the full article >Quite simply, this has been the worst start to a year since the 1930s: One of only 19 quarters since…
Read the full article >This video features an in-depth analysis of the first quarter’s performance by Marquette’s research team, reviewing general themes from the…
Read the full article >The beginning of 2022 represented a change of pace for equity investors, as increased geopolitical and macroeconomic uncertainty drove the…
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 >Tim is a managing director for Marquette and serves on the firm’s board of directors.
1GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. For additional information or to obtain GIPS-compliant performance information for the firm’s strategies, please contact us using the Contact page.
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