On November 9-10, Kelli Schrade, director of manager research, will participate on a panel of judges during the Manager Finals Competition at the eVestment Institutional Investment Intelligence (EI3) Conference in Atlanta. Serving as a consultant mentor, Kelli will help determine which of three competing groups best uses data to tell the most compelling 10-minute story about their assigned hypothetical product. She will provide input on what investment consultants are looking for from managers during finals presentations to ensure that presentations are on track. Presentations will not focus on other differentiators such as firm history, manager qualifications, investment philosophy, etc. but will be exclusively focused on data.
Marquette investment manager search services help guide institutions in the search for and selection of traditional and alternative investment managers using dedicated asset class analysts. The proprietary Marquette database contains over 14,000 notes on 3,500 investment managers and their 7,000 products. Marquette also draws from eVestment Alliance, Morningstar® Direct, Preqin Ltd. and HFR® data. This comprehensive database is supplemented with more than 1,800 meetings with managers each year – senior Marquette staff interviewing portfolio managers, traders, analysts and other key personnel to verify our thorough analyses on an ongoing basis.
The eVestment Institutional Investment Intelligence (EI3) Conference is hosted for clients of eVestment solutions from both the investor and manager communities. The event aims to explore the big picture gained from eVestment’s unique position in the industry, learn how peers leverage data and analytics to improve outcomes, and to offer an opportunity to influence the roadmap for current and future eVestment solutions.
For more information, please visit the EI3 event website or the Manager Finals Competition page.