The Source Podcast: Evaluating asset managers with Marquette Associates

19 April 2020
On this episode of eVestment's The Source Podcast, Kweku Obed, Managing Director at Marquette Associates dives into the manager screening process, shares how to leverage third-party databases, highlights which data points are the most important to the consultant screening process and more.

We sat down with Kweku Obed, Managing Director at Marquette Associates, who provided insights into Marquette’s 4-phased approach to evaluating asset managers and the data that they use in each of those phases — both quantitative and qualitative.

Obed shared with us details about the multiple sources of data — starting with eVestment — that his team leverages to help in their analysis. He discusses about what they expect in terms of timeliness, and when they expect to receive that data; while expanding on Marquette’s approach to active and passive investing, the role that alternatives and private equity play in their clients’ portfolios and how they evaluate managers regarding ESG.

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