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 (CIO) services to more than 50 clients with combined assets of over $8.5 billion as of December 31, 2019 using a framework based on our traditional investment consulting approach proven over more than 30 years. 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 BriefOn June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…
Read the full article >On the surface it looks disjointed. We are in the midst of what is likely the worst recession since the…
Read the full article >Biotech company Moderna’s announcement earlier this week that its coronavirus vaccine successfully helped healthy adults produce antibodies against COVID-19 sent…
Read the full article >Over the last ten years, growth stocks have outperformed value stocks by an average 5.3% per year, and the differential…
Read the full article >On Thursday, May 21st, David H. Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives…
Read the full article >As we have seen in past market downturns, almost all risk assets feel some degree of pain as correlations trend…
Read the full article >March certainly came in like a lion (though whether it came out like a lamb is debatable). The continued spread…
Read the full article >In just a matter of weeks, U.S. equities went from all-time highs to bear market correction territory. As of March…
Read the full article >With March officially in the books, the following is a brief summary of what has transpired in the capital markets…
Read the full article >Marquette research was featured in the December 2019 edition of Benefits Magazine. The article, To or Through: Evaluating TDF Glide Paths,…
Read the full article >Tim is a managing director for Marquette Associates and serves on the firm’s board of directors.
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