Services Tags: Fiduciary Education

3Q 2013 Market Briefing

A briefing on our 3Q 2013 Market Environment report, covering the overall U.S. economy, fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.

 
Live Webinar – Friday, October 25, 2013 – 1:00-1:45 PM CT

Please join Marquette’s asset class analysts for a live webinar briefing on our 3Q 2013 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.

The overall U.S. economy will be discussed, along with fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.

Featuring:

  • Greg Leonberger, FSA, EA, MAAA, Director of Research
  • Kelli Schrade, CAIA, Managing Partner and Director of Manager Research
  • Nat Kellogg, CFA, Associate Director of Research
  • Elizabeth Francis, CIMA®, Senior Research Analyst
  • Tom Salemy, CFA, Senior Research Analyst

Who should attend: Institutional investment stewards, investment managers

Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered as time allows during the Q&A session towards the end of the webinar.

If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.

Emerging Trends in Alternative Asset Classes

2013 Marquette Investment Symposium session

In this presentation from our 2013 Investment Symposium, we explore various emerging trends in the alternatives space, including low volatility equity, tail risk, managed futures, gold, MLPs, GTAA, risk parity, farmland, direct lending, and opportunistic credit.

Presenters:

 

Investment Symposium 2013
Recorded September 13, 2013

Please contact us for access to this presentation.

Stress Test and Spending Policies for Endowments & Foundations

2013 Marquette Investment Symposium session

In this presentation from our 2013 Investment Symposium, we analyze different spending policy options for non-profit institutions, examine the long and short term effects of various spending policy decisions, and explore how stress testing can aid in understanding the risks of different spending policies.

Investment Symposium 2013
September 13, 2013

Please contact us for access to this presentation.

Investment Manager Search 2013: Fiduciary Duty Deep Dive

Live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. 

Thorough manager due diligence and fee negotiation are critical to avoiding poor products and performance erosion.

Register now to join us for a live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. Clear guidance for both clients and managers will also be covered, including “do’s and don’ts” for approaching our research process.

 


Live Webinar – Tuesday, June 18, 2013 – 1:00-1:45 PM CT

Follow @MarquetteView for live webinar highlights
Questions taken via webinar or using hashtag #IMS2013

Featuring: Kelli Schrade, CAIA, Managing Partner and Director of Manager Research; Elizabeth Francis, CIMA®, Senior Research Analyst, Vice President

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

3Q 2012 Market Environment Briefing

A briefing on our 3Q 2012 Market Environment report, covering the overall U.S. economy, fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.

A BrightTALK Channel

 
Live Webinar – Friday, October 12, 2012 – 1:00 PM CT

Please join Marquette’s asset class analysts for a live webinar briefing on our 3Q 2012 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.

The overall U.S. economy will be discussed, along with fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.

Featuring:

  • Greg Leonberger, FSA, EA, MAAA, Vice President and Director of Research
  • Nat Kellogg, CFA, Associate Director of Research
  • Eric Przybylinski, CFA, CAIA, Senior Research Analyst 
    •  
  • Tom Salemy, CFA, Senior Research Analyst 
  • Elizabeth Francis, CIMA®, Vice President and Senior Research Analyst

Who should attend: Institutional investment stewards, investment managers

Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered as time allows during the Q&A session towards the end of the webinar.

If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.

Portfolio Rebalancing Policy: A Fiduciary Duty in Good Markets & Bad

Live webinar to discuss our upcoming paper on rebalancing and guidelines for implementing a rebalancing policy.

Portfolios must be rebalanced to maintain the risk/reward profile set in the original asset allocation. But how often should portfolios be rebalanced? And what guidelines should be used to determine when to rebalance? As institutional investment stewards, trustees and their investment consultants have a fiduciary duty to set a clear policy on portfolio rebalancing.

Register now to join us for a live webinar to discuss our upcoming paper on rebalancing [*note updated in 2018] and guidelines for implementing a rebalancing policy. We’ll address key questions to consider and discuss in more detail with your consultant.

 

Live Webinar – Wednesday, May 16, 2012 – 1:00-1:45 PM CT

Featuring: Greg Leonberger, FSA, EA, MAAA, Vice President and Director of Research; Nat Kellogg, CFA, Associate Director of Research

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

 

Commodities: Institutional Asset Class Ascending

A briefing on the commodities asset class and key points from our newly published position paper.

Skyrocketing commodity prices combined with the poor performance of equities have led to an increased interest in commodity allocations. Commodities have not historically been part of an institutional investor’s asset allocation, and some even question whether commodities are an asset class.

Register now to join us for a live webinar to discuss commodities as an institutional asset class with senior research analyst Eric Przybylinski and director of research Greg Leonberger. We’ll explore commodities as an investment, focusing on investment vehicles, the sources and attributes of historical risk and return, and commodities’ place in an investment portfolio.

We’ll brief participants on key points from our newly published position paper, including:

  • An introduction to commodities as an institutional asset class
  • The mechanics of long-only futures positions
  • Drivers of individual commodity returns and portfolios of commodity positions
  • Commodities as part of a balanced portfolio

 

Live Webinar – Thursday, March 1, 2012 – 1:00 PM CT

Presenters: Eric Przybylinski, CAIA, Senior Research Analyst; Greg Leonberger, FSA, EA, MAAA, Director of Research

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

The Emergence of Infrastructure

A briefing on the infrastructure asset class and key points from our newly published position paper.

Join us for a live webinar to discuss the asset class with our infrastructure authority Elizabeth Francis and investment consultant Miguel Zarate.

We’ll brief participants on key points from our newly published infrastructure position paper [*note 2018 update], including:

  • History of infrastructure – From its early beginnings in the 1980s to its current day role in an institutional portfolio
  • Benchmarking infrastructure investing – The challenges of investing in a less established asset class with a limited performance history
  • The case for infrastructure in institutional portfolios – From the growing opportunity set to diversification and hedging against inflation
  • Infrastructure related risks – Understanding the variety of risks that may adversely affect infrastructure investments
  • Infrastructure manager due diligence – With more than 270 firms and 450 funds, manager selection is critical to maximizing returns
  • Recommendation – Including open-end vs. closed-end funds and why this long-term investment is well matched for some pension funds

 

Live Webinar – Wednesday, November 30, 2011 – 10:00 AM CT 

Presenters: Elizabeth Francis, CIMA®, Vice President and Senior Research Analyst; Miguel Zarate, Senior Vice President

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

Investment Manager Search Stewardship

Live webinar to discuss a best practice approach to fulfilling your fiduciary duty to meet the investment manager search stewardship “Big 3” – high alpha, high integrity and low fees.

Many institutional investment programs suffered major losses during the 2008-2009 financial crisis due to poor products and even outright fraud. Lack of a disciplined investment manager search due diligence process was almost always the root cause.

Register now to join us for a live webinar to discuss a best practice approach to fulfilling your fiduciary duty to meet the investment manager search stewardship “Big 3” – high alpha, high integrity, and low fees.

Continuing the conversation from our last webinar, Investment Stewardship 2011: Fiduciary Duty in An Uncertain Decade, we’ll dive deeper into two key fiduciary responsibilities that lead to high alpha, high integrity, and low fees:

  • Quality control – Get to know managers with thorough due diligence steps to avoid fraud and poor products. We’ll review a five-step process for fulfilling your manager search fiduciary duty in detail.
  • Cost control – Keep costs from eroding performance by actively negotiating so-called “industry standard” fees. We’ll review a case study where the institution realized significant cost savings through fee analyses and aggressive negotiation.

 

Live Webinar – Friday, July 22, 2011 – 1:00 PM CT
Investment Manager Search Stewardship
The Fiduciary Duty of High Alpha, High Integrity & Low Fees

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

Investment Stewardship 2011

Discusses today’s emotional market volatility and a focused approach to meeting the requirements of investment stewardship in 2011 and beyond.

In the wake of the 2008-2009 financial crisis, institutional investment stewards are faced with more complex fiduciary duties than ever.

Join us for a live webinar to address today’s emotional market volatility and discuss a focused approach to meeting the requirements of investment stewardship in 2011 and beyond.

This webinar will review the three key fiduciary responsibilities that lead to successful investment programs in good markets and bad:

  • Risk control – Stay off the greed-fear roller coaster with complete clarity on asset allocation and a conviction to rebalance as needed.
  • Quality control – Get to know your managers with thorough investment manager search due diligence steps to avoid fraud and poor products.
  • Cost control – Keep costs from eroding performance by actively negotiating so-called “industry standard” fees.

 

Live Webinar – Wednesday, May 25, 2011 – 1:00 PM CT
Investment Stewardship 2011
Fiduciary Duty in An Uncertain Decade

Presenters: Brett Christenson, CFP®, CFA, Managing Director; Greg Leonberger, FSA, Vice President and Director of Research

Please contact us for access to this video.