Marquette Associates

Firm Profile: Investment Consultant

Marquette Associates is an independent consulting firm that has served the institutional investing space since 1986. Marquette Associates has been an eVestment client since 2006 and subscribes to eVestment Analytics, Scorecard, and Holdings Analysis.

Case Study: Analytics

Kelli Schrade is the Director of Manager Research, Managing Partner at Marquette and has been a power user of eVestment for over ten years. “I’m in eVestment probably every day. If I get a call or an email from someone, I’ll immediately go to eVestment to look up their details.”

Schrade said she uses eVestment to compare managers against their peers. “A manager’s pitch deck will put themselves in the best light possible, as it should,” she said. “What I am looking for in eVestment is relative performance and how that ranks against their peers. Very rarely do managers include peer data in their own presentation books. To get a sense of who a manager is, I’ll go straight to eVestment.”

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