Marquette Quoted on Emerging Manager Research

January 04, 2017

On January 4, Kelli Schrade, director of manager research, was quoted in a FundFire article on emerging investment manager search. The article reported on the increased attention emerging managers have been receiving as institutional investors search for new ideas to help drive returns, and the role of investment consulting firms in vetting them.

Attending conferences and receiving cold calls from managers are the two most common ways investment consultants are introduced to emerging managers. But as Kelli pointed out, some managers find it difficult to cold call consultants. Most emerging managers do not have the “robust” marketing teams of their larger competitors. So it’s often up to the research teams of investment consulting firms to help drive more diversity in the asset management industry.

Kelli is a regular speaker and moderator at emerging manager conferences such as the Opal Emerging Managers Summit in Chicago and the Pension Bridge Annual Conference in San Francisco, on a wide range of topics. Past Opal panels Kelli has participated in covered topics such as the investment consulting point of view and the role of consultants in vetting emerging managers. At the most recent Opal summit, Kelli discussed the topic “Why should we look at emerging managers?” on a panel moderated by James Maloney, chairman of the investment committee for Chicago Policemen’s Annuity & Benefit Fund.

The article also covered how eight of the top investment consultants define an “emerging” investment manager. While consultants agree on some characteristics, Kelli responded that the Marquette approach to defining what qualifies as an emerging manager depends on the client.

To read the article, visit the FundFire website (subscription required).

Related Content


Marquette Approach to Manager ESG Due Diligence Featured on FundFire

Published March 11, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “


Griffin Gildea Speaking at 2024 Real Estate Midwest Forum 4/17

On Wednesday, April 17, Griffin Gildea will be speaking at the 8th Annual Real Estate Midwest Forum hosted…


Jessica Noviskis Speaking at With Intelligence 2024 Women’s Private Credit Summit 6/12

On Wednesday, June 12, Jessica Noviskis, CFA will be speaking at the inaugural 2024 Women’s Private Credit Summit…


Amy Miller Speaking at CFA Society Columbus Event 2/20

On Tuesday, February 20, Amy Miller will be speaking at a dinner event hosted by CFA Society Columbus:…


Marquette Manager Due Diligence Featured on Nonprofit News

Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “


Greg Leonberger Featured on Dakota Live! Podcast

Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live!…

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 >