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 BriefAs the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…
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Read the full article >This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
Read the full article >Indexing has risen in popularity over the last decade, particularly for U.S. equity investors. The fees are lower and indexing…
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Read the full article >This video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…
Read the full article >Published May 14, Catherine Hillier, Research Analyst, was interviewed for “Q1 2024: Small-Cap Equity…
Read the full article >After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way…
Read the full article >This legislative update covers proposed regulation by the Department of Labor defining “investment fiduciary,” outlines SECURE Act 2.0’s optional provision…
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 on the firm's board of directors and co-leads the Sustainable Investing Group.
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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