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

August 27, 2018

CHICAGO, August 27, 2018 – Marquette Associates, Inc. today announced the firm claims compliance with the Global Investment Performance Standards (GIPS®)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 thamann@marquetteassociates.com.

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

 

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.

 

Related Content

10.17.2018

Defined Contribution Plan Legislative Update

Retirement savings has been a major theme on Capitol Hill this year. To better prepare our defined…

11.06.2018

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…

09.20.2018

2018 Investment Symposium

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

08.20.2018

Richard H. Thaler to Deliver 2018 Investment Symposium Luncheon Keynote

Richard H. Thaler  Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School…

08.20.2018

John V. Miller, CFA to Deliver 2018 Investment Symposium Opening Keynote

John V. Miller, CFA Head of Nuveen Municipals at Nuveen Asset Management John leads the municipals fixed income strategic direction and investment…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

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.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >