Friday, October 4, 2019 8:00 AM -…
CHICAGO, August 27, 2018 – Marquette Associates, Inc. today announced the firm claims compliance with the Global Investment Performance Standards (GIPS®)1 and 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 firstname.lastname@example.org.
For more information, please contact Brian M. Wrubel at 312.527.5500 or email@example.com.
1 GIPS® 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.
While 2018 saw bipartisan support for retirement savings enhancements, the proposed legislation highlighted in our previous Legislative…
CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an…
With each passing year, we continue to see compelling and thoughtful empirical research that highlights the strong case for all…
Retirement savings has been a major theme on Capitol Hill this year. To better prepare our defined…
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 >