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 55 clients with combined assets of over $8.9 billion as of June 30, 2020, 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 BriefIn a reversal of trends that had persisted for several years, value stocks have largely outperformed their growth-oriented peers since…
Read the full article >The SPAC once again rose to prominence in 2020 and momentum has continued to build this year. By mid-March 2021,…
Read the full article >This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes…
Read the full article >An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition…
Read the full article >This video series is intended for plan sponsors and fiduciaries and covers a variety of topics related to creating and…
Read the full article >A commodities supercycle is generally defined as a sustained period of broad-based above-trend movement. In the first quarter of 2020,…
Read the full article >President Joe Biden signed the $1.9 trillion pandemic relief package yesterday amidst rising inflation and interest rates since the beginning…
Read the full article >Frank Herbert’s science fiction novel Dune contains a litany which states that “fear is the mind-killer.” Indeed, anxieties brought on…
Read the full article >2020 was a year in which some small-cap asset managers flourished while most struggled to adapt to the changing tides…
Read the full article >Rising inflation and interest rates have not been real issues for investors for several years, but both have remained popular…
Read the full article >Tim is a managing director for Marquette Associates 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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