Marquette Associates Login People Expertise Services Research About Contact Expertise Home › Expertise › Sustainable Investing Sustainable Investing Marquette has over 20 years of experience working with and guiding our clients to invest in sustainable investment products. As of September 30, 2021, we have 68 clients with combined assets of over $125 billion invested using one or more SRI/ESG/Impact investing methodology. We are an active voice in the sustainable investment industry through speaking engagements, thought pieces, and participation in advocacy initiatives. Our approach to sustainable investing begins with a deep understanding of each client’s specific values and investment objectives, which oftentimes involves some level of education on sustainability trends. To that end, we start with the investment policy statement — incorporating the client’s mission and ensuring that the goals of the client are clearly defined so that all responsible parties understand what is to be achieved. Compliance with the investment policy is equally as important; Marquette serves as the referee in this sense, monitoring the underlying manager’s holdings and providing our clients with compliance reporting and sustainability scorecards. Most recently, Marquette has partnered with MSCI to enhance our sustainable reporting capabilities. Our research capabilities allow for incorporation of sustainable investing across all asset classes. Sustainable Investing Expertise ESG integration SASB materiality Socially Responsible Investing (SRI) Positive and negative screening Impact investing Diverse manager initiatives Alignment with the United Nations Sustainable Development Goals Sustainable investment reporting Learn more about our approach to sustainable investing: Download our Sustainable Investing Expertise Brief FEATURED CONTENT 05.12.2021 Marquette Joins in Founding of Investment Consultants Sustainability Working Group (ICSWG-US) Announced today, Marquette has joined thirteen institutional investment consulting firms in the U.S. in establishing the Investment Consultants Sustainability Working… Read the full article > 04.20.2021 Sustainable Investing Post-COVID Views Featured in Benefits Magazine An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition… Read the full article > 11.29.2021 Ben Mohr Speaking at Markets Group Virtual Roundtable 12/7 On Tuesday, December 7th, Ben Mohr, CFA will be speaking at a virtual roundtable discussion organized by… Read the full article > 11.01.2021 Ben Mohr Speaking at Institutional Investor ESG & Sustainable Returns Forum 11/3 On Wednesday, November 3rd, Ben Mohr, CFA will be speaking at Institutional Investor’s ESG and Sustainable Returns… Read the full article > 10.06.2021 Marquette Speaking at RCRI 2021 Annual Conference On Thursday, October 28th, Nichole Roman-Bhatty, CIMA®, and Nicole Johnson-Barnes, CFA will be presenting… Read the full article > 07.22.2021 | Greg Leonberger, FSA, EA, MAAA 2021 Halftime Market Insights Video This video features an in-depth analysis of the first half of 2021, reviewing general themes from the second quarter and… Read the full article > 03.08.2021 Ben Mohr Speaking at Institutional Investor 2021 Redefining Fixed Income Series 4/21 & 6/24 Ben Mohr, CFA will be participating in two events as part of Institutional Investor’s Redefining Fixed… Read the full article > 03.04.2021 | Sustainable Investing Among Equity Asset Classes Sustainable investing continues to grow in both size and relevance among institutional investors and asset managers…. Read the full article > 02.05.2021 Ben Mohr Speaking at Pension Bridge ESG Summit 2021 2/24 On Wednesday, February 24th, Ben Mohr, CFA, will be speaking at the 2021 Pension Bridge Virtual ESG… Read the full article > 01.06.2021 Linsey Schoemehl Payne Speaking at KORIED Plan Sponsor Virtual Educational Institute 1/20 On Wednesday, January 20th, Linsey Schoemehl Payne will be speaking at KORIED’s Plan Sponsor Virtual Educational Institute,… Read the full article > FEATURED EXPERTS Nichole Roman-Bhatty, CIMA® | Managing Partner Nichole leads the firm’s religious services practice area and is also the founder and co-lead of the sustainable investing group. Get to know Nichole Subscribe to Research Email Alerts Subscribe © 2021 Marquette Associates. All Rights Reserved. Terms of Use Privacy Policy & Disclosure Documents Environmental Policy Chicago 180 North LaSalle Street Suite 3500 Chicago, Illinois 60601 Tel: 312.527.5500 Fax: 312.527.9064 Baltimore 1312 Bellona Avenue Suite 300 Lutherville, Maryland 21093 Tel: 410.825.0444 Fax: 410.825.1777 Milwaukee 735 N. Water Street Suite 1440 Milwaukee, WI 53202 Tel: 414.209.3290 Philadelphia 600 Willowbrook Lane Suite 610 West Chester, PA 19382 Tel: 610.719.0300 Fax: 610.719.8345 St. Louis 12412 Powerscourt Drive Suite 240 St. Louis, Missouri 63131 Tel: 314.822.4444 Fax: 314.822.4401