06.04.2025
Fiduciary Education: Endowments & Foundations
This video is a recording of a live webinar held June 3 by Marquette consultants Stephanie Osten,…
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.
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.
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.
06.04.2025
This video is a recording of a live webinar held June 3 by Marquette consultants Stephanie Osten,…
05.21.2025
Private markets have grown exponentially over the last two decades, driven by attractive long-term returns, diversification benefits, and early-stage value…
04.28.2025
Since the onset of the pandemic, the commercial real estate market has experienced significant volatility — first benefiting from a…
04.17.2025
This video is a recording of a live webinar held April 16 by Marquette’s research team analyzing the first quarter…
04.17.2025
No, you are not seeing double. This very special edition of our chart of the week series comes with an…
04.16.2025
As markets swirl and stagflation fears mount, what should investors do? Our newsletter…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >