Services Tags: Investment Consulting

Dave Smith Speaking at AIMSE 2018 Annual Conference 5/1

On Tuesday, May 1, Dave Smith, CFA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 41st Annual Marketing & Sales Conference in Miami.

Dave will speak as a panelist during the session, “The Changing Landscape of Healthcare”. The panel will consist of investment professionals from health organizations and consultants with a focus on the health care space. Topics of discussion will include the following are designed to address the changing landscape of healthcare institutions, an evolving distribution channel for asset managers:

  • Ideal structure for strategic partnerships between allocators and asset managers
  • AHCA and its potential implications on various hospital and healthcare plans
  • Whether healthcare plans constitute as ERISA and why
  • Changing landscape due to increased M&A activity
  • How plans leverage resources among different groups with various pools of assets
  • How data can affect the financial sufficiency of healthcare organizations

For more information, please visit the AIMSE event page.

Alternatives 101 Video Series

Our Alternatives 101 video series covers each of the major alternatives asset classes, with guidance provided by several of Marquette’s research analysts and directors. In contrast to traditional investments, alternatives investing includes asset classes other than stocks, bonds, and cash (reference our Investing 101 series for more information about traditional investing concepts). This series aims to introduce trustees, staff, and other investors to the key terms and concepts they may encounter when investing in these typically less familiar asset classes.

The series covers:

View each talk in the player below— use the upper-right list icon to access a specific presentation.

For more information, questions, or feedback, please send us an email.

Marquette Speaking at AIMSE 2018 Annual Conference 5/1

On Tuesday, May 1, Julianna Paterra, CAIA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 41st Annual Marketing & Sales Conference in Miami.

As a Consultant Roundtable speaker, Julianna will engage in lively discussions with participants by sharing investment manager search activities, organizational updates, and methods for effectively communicating with research and field consultants. A hallmark of AIMSE conferences, the consultant roundtables feature both traditional and alternative professionals.

The AIMSE seeks to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide.

For more information, please visit the AIMSE event page.

Jeremy Zirin Speaking at 2018 Central States Institutional Forum 3/20

On Tuesday, March 20, Jeremy Zirin, CAIA, will be speaking at the Markets Group 5th Annual Central States Institutional Forum in St. Louis.

Jeremy will join the panel, “Evolving Infrastructure Environment”, and explore how investors are assessing the infrastructure’s longer-term impact on returns and positioning their portfolios to avoid potential risks.

Following the financial crisis, strategies to incorporate infrastructure into the portfolio construction and asset allocation processes continue to evolve as governments seek partnerships and third-party financing to develop energy, water, transportation and social projects critical to economic growth. The panelists will also examine specific strategies investors are using to integrate infrastructure investments into portfolios.

For more information, please visit the Markets Group event page.

Defined Contribution Plan Legislative Update – 4Q 2019

Since our 2Q 2019 DC Legislative Update, both chambers of Congress have moved forward with legislative enhancements for retirement savings. Under the leadership of Rep. Richard Neal (D-MA), the House has passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). In the Senate, Sen. Charles Grassley (R-IA), Chair of the Senate Finance Committee, formally introduced the most recent version of the Retirement Enhancement and Savings Act (RESA). The bulk of this update discusses the similarities and differences between the two pieces of legislation and what plan sponsors can expect going forward.

In this update, we summarize various pieces of legislation and recent topics of interest for DC plan sponsors:

  • SECURE Act vs. RESA
  • Release of Final Regulations on changes to the hardship withdrawal process by the IRS
  • IRS 2020 401(k) contribution limit increases

Download PDF > 4Q 2019 Defined Contribution Legislative Update

As always, your consultant will be able to address any specific questions you may have regarding these changes. For a broader view of Marquette’s approach to defined contribution consulting, see our previous research including A Roadmap for Defined Contribution Plan Sponsors and Defined Contribution Plans: A Look at the Past, Present & Future.

 

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.

Illinois Sustainable Investing Act

As sustainability factors are increasingly being incorporated into the underlying investment processes at the corporate, manager, and investor levels, it’s not surprising that the Illinois General Assembly has taken up the issue in recently passed legislation. The Illinois Sustainable Investing Act (the “Act”), formally cited as Public Act 101-0473, was signed into law by Governor Pritzker with an effective date of January 1st, 2020. The goal of the Act is to recognize that sustainability factors play an important role in an investment’s overall performance and the creation of long-term value.

In this update, we summarize the Act and offer next steps for impacted clients, including:

  • Stated goals and purposes of the Act
  • The role of sustainability factors in investment performance and value
  • The duties of public agencies and governments
  • Implementation of the Act

Download PDF > Illinois Sustainable Investing Act Legislative Update

As always, your consultant will be able to address any specific questions you may have regarding these changes.

 

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.

Private Equity Position Paper – 2019 Update

This position paper explores the fundamentals of private equity as an asset class. Particularly, we examine the subcategories of venture capital, growth equity, buyout, direct lending/ mezzanine debt, and distressed, and the investment styles within them; mechanics of investing in private equity including fund structure, commitment period, cash flow, and the J-curve; investor fees and performance; and recent trends. Recommendations and guidance towards the investment manager search process and making an allocation to the asset class are also included.

Download PDF > Private Equity Position Paper

 

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.

Nat Kellogg Speaking at CFA Society Milwaukee Event 12/5

On Tuesday, December 5, Nat Kellogg, CFA will be speaking as a panelist at the CFA Society’s Investment Consultant Perspectives event in Milwaukee.

Nat will partake in a panel discussion to share insights into the investment process, traits consulting firms look for in investment managers, and key trends in portfolio management.

For more information, please visit the CFA Society Milwaukee’s event page.

Live Videos: 2019 Investment Symposium Presentations

The six flash talks by our research team at Marquette’s 2019 Investment Symposium on October 4th are now available to view on our YouTube channel.

View each talk in the player above — use the upper-right list icon to access a specific presentation.

  • The Investment Case Behind ESG Investing and Implementation in Practice
    Nat Kellogg, CFA, Director of Manager Search
  • Beyond Traditional Real Estate: Exploring Opportunities in Non-Core Real Estate
    Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
  • So Many Risks, So Little Time: What’s Next in Global Risk?
    Nicole Johnson-Barnes, Research Analyst
  • U.S. Against the World: Should Investors Still Own International Stocks?
    David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities
    Samantha T. Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities
  • Machine Learning for Investing: How is Artificial Intelligence Being Used in Asset Management?
    Ben Mohr, CFA, Director of Fixed Income
  • Pick Your Portfolio Poison: Recession or Inflation?
    Greg Leonberger, FSA, EA, MAAA, Director of Research

Marquette encourages open dialogue with our consultants and research team. For more information, questions, or feedback, please send us an email.

Luncheon Keynote with Mohamed El-Erian


Excerpts from Mohamed El-Erian’s Keynote Presentation at Marquette’s 2019 Investment Symposium

Mohamed El-Erian is Chief Economic Advisor at Allianz, Chair of President Obama’s Global Development Council, author of two New York Times bestsellers, and former CEO and co-CIO of PIMCO.

Please contact your consultant or send our marketing team an email for the password to view the excerpts.