Marquette Associates > Services Overview > Investment Program Review
Investment Systems Review
Successful institutional investing requires every member of an investment team to have a deep, shared program understanding.

Well-researched recommendations

Marquette Associates begins each client relationship with a complete investment systems review that examines the current program in depth. At the conclusion of the review process, Marquette presents the appropriate governing committee with well-informed recommendations on potential improvements and a plan for their implementation.
    Our written report includes:

  • Investment policy guidelines 
  • Asset allocation 
  • Liability analysis
  • Spending analysis 
  • Portfolio structure 
  • Diversification based on underlying holdings
  • Historical performance 
  • Cost structure 
  • Custodial & recordkeeping assessment 
  • Income generating services 
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