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 $13 billion as of September 30, 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 BriefHopefully not another year of coal In the spirit of holiday fun — and an effort to put 2022 investment returns…
Read the full article >In recent years, international stocks have underperformed their domestic counterparts by a significant margin. Specifically, the MSCI ACWI ex-US index…
Read the full article >On Monday, December 12th, James R. Wesner, CFA will be speaking at ALTSMIA, an education-focused alternative investment…
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 >Diversification has been said to be the only free lunch in investments. Since the inception of the Lehman/Barclays/Bloomberg Aggregate index,¹…
Read the full article >The presentations by our research team from Marquette’s 2022 Investment Symposium livestream on September 23rd are now available. Please feel…
Read the full article >Last 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 >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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