Marquette Associates Login People Expertise Services Research About Contact Services Home › Services › Outsourced CIO Outsourced CIO Marquette Associates outsourced CIO services enable institutions to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality, and cost. DISCRETIONARY SERVICES, TRADITIONAL EXPERTISE Marquette provides outsourced chief investment officer (OCIO) services to more than 60 clients with combined assets of over $13 billion as of September 30, 2021, using a framework based on our traditional investment consulting approach proven over more than 30 years. Marquette claims compliance with the Global Investment Performance Standards (GIPS®).1 Marquette helps institutional investment stewards delegate fiduciary duties with a customizable discretionary framework that includes: Asset Allocation Delegate decisions on customizing the best portfolio for your unique situation through thorough risk analysis. Investment Policy Delegate the development of clear investment guidelines to mitigate risk. Investment Systems Review Transfer the details of your current investment program with a complete systems review to create a discretionary operating manual. Portfolio Monitoring & Communication Delegate continual monitoring of portfolio performance and timely communication. Investment Manager Search Delegate investment manager search, selection and termination to improve the quality of your investment program. Trading Cost Control Delegate the control of investment manager trading costs, soft dollars, portfolio rebalancing and transition events. Learn more about our outsourced CIO services: Download our Outsourced CIO Services Brief FEATURED CONTENT 11.29.2021 | Greg Leonberger, FSA, EA, MAAA, Evan Frazier, CFA, CAIA, Ben Mohr, CFA In Context Video: Is the 60/40 Portfolio Dead Forever? In this video, the authors of our recent white paper discuss the 60/40 model portfolio —… Read the full article > 11.23.2021 | Ben Mohr, CFA Certainty Over Uncertainty: Biden Nominates Powell for Another Term as Fed Chair In a move especially pivotal given today’s elevated inflation as the economy is resuscitated out of the pandemic, President Joe… Read the full article > 11.10.2021 | Colleen Flannery, Daniel Kim Holiday Supply Chain Woes Linger Headlines continue to buzz with worries of supply network dysfunction that seem to span every link of the chain, from… Read the full article > 11.03.2021 | Evan Frazier, CFA, CAIA, Ben Mohr, CFA, Greg Leonberger, FSA, EA, MAAA Is the 60/40 Portfolio Dead Forever? Model portfolios — or those which adhere to a specific set of guidelines surrounding asset allocation and rebalancing — are… Read the full article > 10.01.2021 | Greg Leonberger, FSA, EA, MAAA Q3 2021 Market Insights Video This video features an in-depth analysis of the third quarter’s performance by Marquette’s research team, reviewing general themes from the… 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 > 10.04.2021 | David Hernandez, CFA China: Evergrande and Another Move Down In August we released our newsletter China: From Leader to Laggard, in which we reviewed how… Read the full article > 08.19.2021 | David Hernandez, CFA China: From Leader to Laggard In 2020, China was a top performer in the global equity market, returning 29.5%. In 2021, however, Chinese equities have… 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 > 06.09.2021 | Evan Frazier, CFA, CAIA Value vs. Growth: Where Do We Go from Here? In a reversal of trends that had persisted for several years, value stocks have largely outperformed their growth-oriented peers since… Read the full article > FEATURED EXPERTS Tim Burdick, CFA | Managing Director Tim is a managing director for Marquette and serves on the firm’s board of directors. Get to Know Tim Meet the Team 1GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. 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