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 December 31, 2021, 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 BriefThis 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 >Recent days have seen an escalation of political tensions in Eastern Europe, and on February 24th, Russian forces began conducting…
Read the full article >On Wednesday, March 23rd, Derek Schmidt, CFA, CAIA will be speaking at the OCIO Central Summit hosted…
Read the full article >On Wednesday, March 23rd, Nat Kellogg, CFA will be speaking at the OCIO Central Summit hosted by…
Read the full article >In this video, the authors of our recent white paper discuss the 60/40 model portfolio —…
Read the full article >In a move especially pivotal given today’s elevated inflation as the economy is resuscitated out of the pandemic, President Joe…
Read the full article >Headlines continue to buzz with worries of supply network dysfunction that seem to span every link of the chain, from…
Read the full article >Model portfolios — or those which adhere to a specific set of guidelines surrounding asset allocation and rebalancing — are…
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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