An independent investment consulting firm, Marquette Associates helps institutions guide investment programs with a focused three-point approach & careful research.
Marquette Associates helps more than 160 clients guide over $60 billion in assets using a unique three-point service approach.
Marquette has served public and private corporate clients for more than 20 years. This corporate plan expertise includes insights into the ever-changing pension laws affecting corporate pensions.
Endowments & Foundations
From healthcare reform and demographic changes to debt issues and the complexities of pricing FAS 157 assets, Marquette Associates understands the range of investment issues healthcare institutions face.
Marquette serves public fund clients with over $19 billion in assets. Our public pension plan expertise spans more than 15 years – from state, county and municipal funds to transportation, police and fire.
For more than 15 years, Marquette Associates has serviced the unique missions of religious institutions and their investment programs.
Marquette Associates serves more than 60 Taft-Hartley clients with over $24 billion in assets – from million-dollar locals to multi-billion dollar internationals.
Marquette Associates provides defined contribution consulting services for more than 85 plans with over $22 billion in assets, from corporate, public and Taft-Hartely clients to nonprofit and healthcare.
Marquette Associates' three-point investment consulting approach helps institutions control the key factors that lead to successful investment programs and fiduciary responsibility – risk, quality and cost – by providing carefully researched advice on each point.
The proprietary Marquette Associates asset allocation study uses Monte Carlo simulations to model capital market returns for fit with client objectives under a wide variety of macroeconomic conditions.
Marquette Associates helps institutions develop customized investment policies to mitigate investment risk by communicating their unique needs clearly to service providers.
Marquette Associates helps institutions understand complicated investment issues through well-researched, user-friendly fiduciary education.
Investment Systems Review
Marquette Associates begins each client relationship with a complete investment program review that examines the current program in depth.
Marquette Associates helps provides institutions with independent, actual performance measurement that is reconciled with investment managers.
Investment Manager Search
Marquette Associates helps institutions search for and select traditional and alternative investment managers using dedicated asset class analysts.
Marquette Associates has nearly 25 years of experience helping institutions execute custodian, recordkeeper and investment manager searches, perform thorough fee analyses and aggressively negotiate fees.
Trading Cost Oversight
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.
Marquette Associates provides carefully researched advice to help institutions guide investment programs. Our research is known for its practical engagement of the most important issues institutional investors face – presented in clear, concise research publications.
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An independent investment consulting firm, Marquette Associates guides institutional investment programs with a unique three-point approach and careful research. Marquette has served this Investment Stewardship Guidance mission in close collaboration with client staff since 1986 – enabling institutions to be more effective investment stewards.
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