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 using a framework based on our traditional investment consulting approach proven over more than 35 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 BriefOn Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
Read the full article >This video is a recording of a live webinar held on October 26 by Marquette’s research team, featuring in-depth analysis…
Read the full article >Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live!…
Read the full article >Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…
Read the full article >On Thursday, September 21, Linsey Schoemehl Payne will be speaking at the Midwest Investors Annual Meeting hosted by…
Read the full article >For anyone who regularly reads these letters, recall the market preview edition opined on the outlook for…
Read the full article >This video is a recording of a live webinar held July 19 by Marquette’s research team, featuring live,…
Read the full article >On Monday, July 17, Nat Kellogg, CFA will be speaking at ALTSCHI, jointly hosted by the CFA…
Read the full article >Commercial real estate is increasingly being dubbed the next shoe to drop as markets assess the fallout from the regional…
Read the full article >In February of this year, Marquette published a Perspectives piece entitled Is the Sky Falling? that detailed…
Read the full article >Tim is a managing director for Marquette and serves on the firm’s board of directors.
Marquette's CCO, Linsey serves as co-lead of the firm's Sustainable Investing Group and is a member of the OCIO committee.
Marquette's Director of Research, Greg is a fully credentialed actuary and has over 20 years of investment experience.
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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