Portfolio Strategies for a Rising Interest Rate Environment

2014 Marquette Investment Symposium session

In this presentation from our 2014 Investment Symposium, we explore current interest rate levels, our perspective as consultants, and strategic solutions for mitigating the effects of rising rates on portfolios.


Recorded Friday, September 12, 2014
2014 Marquette Investment Symposium

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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.


Investment Symposium 2013
Recorded September 13, 2013

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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

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