Provider Profiles
Marquette Associates
| Profile | |
| Business Model§ | Implemented consulting |
| Year Entered Into OCIO Business | 2010 |
| No. of Relationship Managers/Salespeople | 34 |
| No. of OCIO Portfolio Managers | 11 |
| OCIO % of Total Firm Revenue | 18% |
| No. of Clients, Full Discretion | 159 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $15.3b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $10.4b |
| 401(k), 403(b), Other DC | $73mm |
| Endowments/Foundation | $1.3b |
| Healthcare Pools (Board designated, funded depreciation) | $1b |
| Other | $2.5b |
| Portfolio Construction |
| Marquette Associates' utilizes an open architecture platform. The firm does not offer proprietary or in-house products. The firm exclusively utilize third-party investment management products across the various asset classes. Marquette's 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. |