Overview

Marquette Associates provides investment consulting services to institutional clients such as public and private pension plans, endowments, foundations, and other long-term investors. Its core offering is personalized investment strategies and portfolio management delivered through thorough research, market analysis, and proactive scenario planning (including recession assessment) to help clients navigate complex financial environments. The firm charges fees based on assets under advisement, aligning its revenue with client performance. A hallmark of Marquette is its high client retention and fiduciary responsibility, underscoring a focus on trusted, long-term partnerships. The goal is to be a reliable, trusted partner that delivers effective and tailored investment programs rather than pursuing the largest size in the market.

Simplify's Take

What believers are saying

• ESG integration accelerates with 73% U.S. pension plans adopting by 2025.
• DC consulting market expands 12% yearly through 2025 for plan sponsors.
• OCIO services adoption rises 18% among endowments since 2024.

What critics are saying

• Mercer acquires Marquette in 12-24 months, eroding independence.
• Callan and NEPC poach clients, cutting AUA 20-30% in 6-12 months.
• BlackRock's Aladdin displaces fixed income research in 12-18 months.

What makes Marquette Associates unique

• 100% employee ownership ensures complete independence since 1986.
• Expertise in fixed income offense-defense balance for all-weather portfolios.
• Specialized research on sustainable investing and ESG index tracking.

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