Provider Profiles
Marquette Associates
| Profile | |
| Business Model/Type§ | Implemented consulting |
| Year Entered Into OCIO Business | 2010 |
| No. of Relationship Managers/Salespeople | 37 |
| No. of OCIO Portfolio Managers | 11 |
| OCIO % of Total Firm Revenue | 13% |
| No. of Clients, Full Discretion | 119 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $11.4B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $8.6B |
| 401(k), 403(b), Other DC | $41MM |
| Endowments/Foundation | $711MM |
| Health Care | $854MM |
| Other | $1.2B |
| Portfolio Construction |
Marquette Associates utilizes an open architecture platform. They do not offer proprietary or in-house products. They exclusively utilize third-party investment management products across the various asset classes. Their clients' portfolios are generally very well diversified across public and private markets. |
| § | OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. |
| OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. | |
| Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. | |
| Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |