01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
Announced today, Marquette has joined thirteen institutional investment consulting firms in the U.S. in establishing the Investment Consultants Sustainability Working Group – US (ICSWG-US). The aim of this cooperative is to promote and improve sustainable investment practices across the investment industry.
The ICSWG-US aspires to:
For more information, please see the full press release and ICSWG-US website.
Nichole Roman-Bhatty, CIMA®, Managing Partner and Founder and Co-Lead of Marquette’s Sustainable Investing Group, was quoted in the release: “As we’ve seen growth from both the demand for diversity and inclusion in the investment industry as well as the number of sustainable investing solutions in the market, this new consultant initiative lends an important voice for defining best practices. The consultant community is uniquely positioned to marry investor interest with market feasibility, making this collective effort vital to developing standardization around reporting and ultimately providing a better framework towards building successful, sustainable investment portfolios.”
For more information about Marquette’s approach to sustainable investing, reference our Expertise page and research.
About Marquette Associates
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
02.12.2025
Published February 11, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
02.14.2025
On April 9–10, Greg Leonberger, FSA, EA, MAAA, FCA, Jessica Noviskis, CFA,
01.31.2025
On Wednesday, April 26, Greg Leonberger, FSA, EA, MAAA, FCA and Frank Valle, CFA, CAIA will…
12.16.2024
On Wednesday, February 12, Kweku Obed, CFA, CAIA will be speaking at CFA Society Chicago’s Distinguished Speaker Series…
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