02.12.2025
Marquette Views on Concentration Risk in 2025 Featured on FundFire
Published February 11, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes (RCRI) Annual Conference, “A Synodal Church: Together in Service to the Church’s Mission,” in Dallas, Texas.
Nichole will be presenting a workshop for attendees alongside Ruadhri Duncan, Partner at Sarasin & Partners, and Therese Kieve, Stewardship Analyst at Sarasin & Partners, titled, “Incorporating the Values of the SDGs into Your Portfolio.” The three will address how the UN’s Sustainable Development Goals provide a framework for impact investing, including discussion of:
The RCRI National Conference brings together members of RCRI for a program that includes 40 workshops covering topics related to finance, canon and civil law, and planning for institutes in transition. For more information, please visit the event webpage.
02.12.2025
Published February 11, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
01.31.2025
On Wednesday, April 26, Greg Leonberger, FSA, EA, MAAA, FCA and Frank Valle, CFA, CAIA will…
02.14.2025
On Wednesday, April 9, Greg Leonberger, FSA, EA, MAAA, FCA and Jessica Noviskis, CFA…
12.16.2024
On Wednesday, February 12, Kweku Obed, CFA, CAIA will be speaking at CFA Society Chicago’s Distinguished Speaker Series…
10.04.2024
On Tuesday, November 19, Evan Frazier, CFA, CAIA will be speaking at the 3rd Annual Central Sub-Advisory Roundtable hosted…
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 >