Services Tags: Fiduciary Education

The Financial Crisis: A Decade Later

2018 Investment Symposium flash talk by Nat Kellogg, CFA

Ten years after the collapse of Lehman Brothers and the worst economic downturn since the Great Depression, we look back at the key factors that caused the crisis and reexamine the significant events of 2008. Now, a decade later, we will highlight the critical issues exposed by the crisis, including those that have been resolved and those that remain unaddressed and still pose risks for investors.

A summary of this flash talk can be downloaded here.

An October to Forget?

Stock markets around the globe “corrected” in October, experiencing a sudden and broad-based drop. The sell-off was somewhat unusual as there was no glaring fundamental event that triggered the market drop, but rather a confluence of events that all seemed to come to the forefront of investors’ minds simultaneously. These concerns, coming on the heels of a strong third quarter for stocks that left the market looking modestly overvalued, led to an unpleasant month of returns.

Download PDF >

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Infrastructure Position Paper – 2018 Update

Infrastructure is a relatively new asset class to institutional investors and over the last twelve years has emerged as a sustainable addition to client portfolios. The following paper examines the asset class in great detail, from its early beginnings in the 1980s to its current day role in an institutional portfolio. In particular, the nuances of infrastructure — as well as its unique characteristics — are discussed in an effort to cultivate a thorough understanding of the asset class. Recommendations and guidance towards the manager search process and making an allocation to the asset class are also included.

Download PDF >

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Socially-Responsible Fixed Income Investing

Socially-responsible investing (SRI) is one of the fastest-developing segments of investing and we see a ballooning trend of true action taken by investors. Specifically for fixed income, socially-responsible investing is growing and a great deal is evolving in the recent landscape, particularly in terms of philosophical changes as well as the development of new products where “the rubber meets the road.”

This white paper explores trends in socially-responsible fixed income investing and assesses the challenges. In addition, we examine the prevalence of Environmental, Social, Governance (ESG) issues and compare their uses in fixed income versus equities. Finally, we evaluate methods to invest in fixed income for the responsibly-minded investor.

Download PDF

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

2013 Investment Symposium Briefing


Recorded Friday, September 13, 2013

Watch the video above for a briefing on the 2013 Marquette Investment Symposium, which covered the current market environment, emerging investment themes and investment stewardship challenges on the road ahead.

Sessions discussed:

* Full session video available (Marquette clients only — registration required)

Speakers featured:

  • Brian Wrubel, Chief Executive Officer and President, Managing Director
  • Bhaskaran Swaminathan, Ph.D., Director of Research, LSV Asset Management
  • Nat Kellogg, CFA, Associate Director of Research
  • Greg Leonberger, FSA, EA, MAAA, Director of Research
  • Tom Salemy, CFA, Senior Research Analyst
  • William Atwood, Executive Director, Illinois State Board of Investment
  • Leo Harmon, CFA, Managing Director, Fiduciary Management Associates
  • Dr. Ann Tenbrunsel, Professor of Business Ethics at the College of Business
    Administration, University of Notre Dame; Director of the Institute for Ethical Business

Save the date for the 2014 Marquette Investment Symposium on September 12, 2014.

2017 Investment Symposium Briefing

A quick recap of the 2017 Investment Symposium — from CEO Brian Wrubel’s opening remarks to the keynotes and flash talks. This year’s symposium covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. Our flash talk format is designed to brief clients on pressing topics and encourage timely conversations with investment consultants.

Full keynote and flash talk videos available on demand:

Retail Therapy: The Amazon Effect


Flash talk by Jeremy Zirin, CAIA, at Marquette’s 2017 Investment Symposium

Amazon and e-commerce have reshaped the retail landscape. From the “death of the mall” to online shopping to personalized shopping experiences using technology, the headlines all seem to declare doom and gloom. But is change a good thing? Will brick and mortar actually ever be totally replaced? What companies and industries are benefitting from the disruption?

U.S. vs. Non-U.S. Equity Allocation: Does Parity Make Sense?


Flash talk by David Hernandez, CFA, at Marquette’s 2017 Investment Symposium

In this session, we cover U.S. vs. non-U.S. equity allocation. Starting with the basics in determining an equity allocation, we examine both the historical and projected risk/return analysis for U.S. and non-U.S. equity. What are different types of investors doing with their equity allocations? How does diversification improve the risk/return profile? Are we nearing the end of the U.S. outperformance cycle?