OCIO Archives — Page 14 of 24 — Marquette Associates

The Future of Investing: Sustainability and ESG Integration

With 2020 underway, sustainable investing continues to be a trending topic, although the concept of incorporating environmental, social, and governance (ESG) metrics into an investment thesis is not new. ESG integration is returns-focused and incorporates long-term sustainability factors into the investment research process to identify companies with higher return potential.

In this white paper, we examine the current ESG landscape, including the various movements that have preceded ESG integration, recent strides by American corporations, fiduciary guidance, and the growing response by investment managers to meet investor demand, especially in reporting and performance measurement. We also present our approach to incorporating ESG into our manager evaluation process and the best practices our team looks for when performing due diligence for ESG-mandated strategies.

Read > The Future of Investing: Sustainability and ESG Integration

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.

Marquette Associates Continues to Expand Wealth Consulting Capabilities

CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an ownership interest in Milwaukee-based investment adviser, Operose Advisors LLC.

“Providing a high net worth solution built upon our institutional approach has been a key focus of our long-term strategy over the last number of years,” said Brian Wrubel, President & CEO of Marquette. “Operose shares our culture of client service and our investment philosophy. This partnership creates an integrated solution for private clients with assets ranging between $1-25 million and small market investment advisory opportunities.”

Operose Advisors provides investment advisory and wealth management services to individuals, families, trusts, and closely-held businesses. By partnering with Operose, Marquette will establish its fifth office and continue to expand its presence in Wisconsin. Managing Partner Nicholas Bauer, CFA, leads Operose Advisors and has 20 years of investment experience. He and his team in Milwaukee will ensure continuity of service, while leveraging Marquette’s institutional model and benefiting from added resources.

Marquette also welcomed Aimee O’Connor, CFP® as a senior vice president in January to continue expanding the firm’s ultra-high net worth/family office capabilities based in Chicago. As a senior investment consultant, Aimee is involved in the daily management and administration of Marquette’s private client relationships. She has 14 years of investment experience including work as an independent consultant working with RIAs, family offices, and high net worth individuals. Previously, she was the co-director of consulting and senior consultant at DiMeo Schneider & Associates.

“We are excited at the opportunity to add Aimee to our team. Her considerable background working with private clients is a great fit as we steadily grow this part of our business,” said Wrubel. “The partnership with Operose, and the addition of Aimee, uniquely positions Marquette to offer a cost-effective, institutional approach for private families of all sizes.”

About Operose Advisors
Operose Advisors LLC is an investment adviser registered with the State of Wisconsin. We are dedicated to growing the wealth, knowledge and professional networks of the clients we serve by employing an institutional approach to wealth management.

About Marquette Associates
Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused client service approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 385 clients with over $182 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits. For more information, please visit www.marquetteassociates.com.

Contact:
Brian M. Wrubel, 312.527.5500
bwrubel@marquetteassociates.com

Print Update

Marquette Associates Ownership Update

CHICAGO, IL, February 8, 2019 – Marquette Associates, Inc. today announced an update to the firm’s succession plan in a continuing effort to strengthen the firm’s stability and ongoing growth. The three largest shareholders will sell 30% of their ownership to the existing shareholder base. The current leadership at Marquette will remain in place – there are no planned retirements and the firm will remain under the leadership of President & CEO Brian Wrubel for the foreseeable future.

“Marquette has always been defined by our people, our client service and our independence. We have a talented group of investment professionals that are assuming more active leadership responsibilities and as an employee-owned firm, we are accountable to our clients and to each other and have worked since our founding in 1986 to grow the firm responsibly and with our clients’ interests at the forefront,” said Wrubel. “This restructuring acknowledges our commitment to Marquette’s next generation of leaders and is an important step for Marquette in continuing to broaden and diversify the firm’s ownership base.”

With the ambiguity that has become common within the investment consulting industry surrounding consolidation and outside capital, Marquette remains committed to independent ownership and transparency for its clients. The firm strongly believes that the talent, discipline, and care demonstrated by its managing partners will secure its position as one of the leading employee-owned investment consulting firms for years to come.

Contact:
Brian M. Wrubel, 312.527.5500
bwrubel@marquetteassociates.com

Print Update

Marquette’s Ongoing Commitment to Building a Diverse Team and Industry Leaders

With each passing year, we continue to see compelling and thoughtful empirical research that highlights the strong case for all companies to embrace a more diverse and inclusive workforce. Brian Wrubel, President & CEO, addresses Marquette Associates ongoing commitment to building a diverse team.

Read the full letter here.

2020 Market Preview

2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter 2020, there are a litany of questions facing global markets ranging from the U.S. election to trade disputes to global monetary policy, all of which will undoubtedly influence investment returns. The following newsletters examine the primary asset classes we cover for our clients, with in-depth analysis of last year’s performance and more importantly, trends, themes, and projections to watch for in 2020.

We hope these materials can assist you and your committees as you plan for the coming year, and please feel free to reach out to any of us should you have further questions about the articles. We have also produced a 2020 Market Preview video if you would like to hear a high-level summary of the market previews. Here’s to another positive year from the markets in 2020!

U.S. Economy: Signs of Slowing?
by Greg Leonberger, FSA, EA, MAAA, Partner, Director of Research

Fixed Income: The New Roaring Twenties — Will It Be Different This Time?
by Ben Mohr, CFA, Director of Fixed Income

U.S. Equities: Climbing the Wall of Worry
by Robert Britenbach, CFA, CIPM Research Analyst, U.S. Equities

Non-U.S. Equities: Big Expectations, Little Wiggle Room
by David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities
and Nicole Johnson-Barnes, CFA, Research Analyst

Real Estate: What Will Happen Next?
by Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets

Infrastructure: The Energy Revolution Is Driving the Future of Infrastructure
by Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets

Hedge Funds: Rising Geopolitical Risks and a U.S. Election Could Lead to Tempered Expectations
by Joe McGuane, CFA, Senior Research Analyst, Alternatives

Private Equity: As Asset Class Grows, Continues to Deliver for Investors
by Derek Schmidt, CFA, CAIA, Director of Private Equity

Private Credit: An Asset Class Coming Into Its Own
by Brett Graffy, CAIA, Research Analyst

To read the above files in one combined document > 2020 Market Preview

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.

Jeremy Zirin Speaking at NAREIM Capital Raising & Investor Relations Meeting 12/5

On Wednesday, December 5, Jeremy Zirin, CAIA will be speaking at the 2018 National Association of Real Estate Investment Manager’s (NAREIM) Capital Raising & Investor Relations Meeting in Chicago, Illinois.

As a senior research analyst in real estate, Jeremy will be participating in an interactive discussion regarding the challenges facing institutional investors as they deploy allocations and construct portfolios in the commercial real estate market. The discussion seeks to illustrate the panelists’ outlook for the real estate asset class and how each responds to the need to diversify investor bases.

For more information, please visit the event page.

2020 Market Preview Video

This video coincides with our annual Market Preview newsletters and includes a recap of 2019’s performance and what investors can expect heading into 2020. 2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter 2020, there are a litany of questions facing global markets ranging from the U.S. election to trade disputes to global monetary policy, all of which will undoubtedly influence investment returns.

This video is part of our Market Insights series, a quarterly presentation designed to brief clients on the market as soon as possible after quarterly market data becomes available. Members of our research team discuss the overall U.S. economy, along with fixed income, U.S. and non-U.S. equity, hedge funds, private equity, real estate, and infrastructure.

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

Marquette Associates Announces Compliance with the Global Investment Performance Standards (GIPS®)

CHICAGO, August 27, 2018 – Marquette Associates, Inc. today announced the firm claims compliance with the Global Investment Performance Standards (GIPS®)¹and has been independently verified by ACA Performance Services for the period of July 31, 2013 to December 31, 2017.

“Our hope is that by undergoing this rigorous process, we will help to build additional trust between Marquette and our clients,” said Brian Wrubel, president and CEO of Marquette. “Transparency continues to play a key role in how clients choose the right consulting firm for their needs. We believe that claiming GIPS compliance helps us stay true to one of our core client service principles, that of placing client interests first through the complete independence of our expertise.”

The GIPS standards are a rigorous set of standardized, industry-wide investment performance measurement principles. Introduced in 1999, the GIPS standards have been adopted in 39 countries and are recognized worldwide for lending credibility, integrity and uniformity to a firm’s performance reporting and historical track record. The standards are designed to improve transparency in calculating and reporting investments results to current and prospective clients by eliminating data omissions, misrepresentations and survivorship bias.

About Marquette Associates, Inc.
Marquette Associates, Inc. is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused client service approach and careful research. Headquartered in Chicago, Marquette has additional offices in Baltimore, Philadelphia and St. Louis. Marquette has served a single mission since 1986: Enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 375 clients—from public funds, unions and corporations to endowments, foundations and other nonprofits—with over $176 billion in assets under advisement.

Marquette claims compliance with the Global Investment Performance Standards (GIPS®). For a copy of a presentation that complies with the GIPS standards and/or the firm’s list of composite descriptions, please email thamann@marquetteassociates.com.

For more information, please contact Brian M. Wrubel at 312.527.5500 or bwrubel@marquetteassociates.com.

¹GIPS® is a registered trademark of Chartered Financial Analyst (CFA) Institute, a global association of investment professionals. CFA Institute has not been involved in the preparation or review of this press release.

2018 Investment Symposium

Friday, September 28, 2018
8:00 AM – 2:00 PM

Marquette clients – Please join us for our 2018 Investment Symposium to discuss the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. In addition to our two keynotes, six flash talks will brief attendees on popular topics and encourage timely conversations with our investment consultants.

Agenda
8:00 AM
Registration Open/Breakfast

8:45 AM
Welcome and Opening Remarks
Brian Wrubel, President & CEO

9:00 AM
Opening Keynote

John V. Miller, CFA
Head of Nuveen Municipals at Nuveen Asset Management

10:00 AM
Break

10:15 AM
Flash Talks: Session 1

The Financial Crisis: A Decade Later
Nat Kellogg, CFA, Director of Manager Search, Managing Partner

Evolving Private Market Landscape: The Institutional Shift from Public to Private Markets
Derek Schmidt, CFA, CAIA, Senior Research Analyst, Private Equity

The Impact of Technological Innovation on the U.S. Equity Market and the Value Growth Continuum
Samantha Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities

11:00 AM
Break

11:15 AM
Flash Talks: Session 2

Getting “A” Share of the Chinese Market
David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities

Deciphering the Bond Markets: How Much Duration and Credit Risk Should I Take?
Ben Mohr, CFA, Senior Research Analyst, Fixed Income

Market Impact of Evolving U.S. Policies
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

12:00 PM
Keynote Luncheon

Richard H. Thaler
2017 Recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics

2:00 PM
Adjourn

Union League Club
65 W Jackson Blvd
Chicago, Illinois 60604
Tel: (312) 427-7800
Discounted guest rooms available through 8/28
Business casual attire required. More information about their dress code can be found here.

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