Every dollar saved through cost control is a dollar that will help compound portfolio growth. Trading costs – both explicit and implicit – can dramatically affect portfolio performance. Efficient trading costs keep expenses low, conserve client assets and increase investment returns.
Analyze and minimize
Marquette actively monitors investment manager trading costs, soft dollar trading practices, portfolio rebalancing and larger multi-asset class transition events to minimize trading costs and control risk. In some cases a commission recapture is also explored.
Marquette also meets with over a dozen transition managers on an ongoing basis in an effort to gauge their operational and risk controls, trading capabilities, liquidity access and revenue transparency. These insights are applied to help Marquette clients keep transition costs low.