Marquette Associates

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Naperville – Your 911 tax went where?

Consultants such as Marquette Associates, Inc. are not one of the ten items listed in the Act’s authorized expenditures. I have requested further information on these payments and expect to hear from the city by the end of this week.

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edgarcountywatchdogs.com
March 30, 2015
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Illinois deferred compensation plan sets auto re-enrollment

“It's a best practice (but whether to do it) depends on the makeup of the fund,” such as in terms of lack of diversity of participant allocations, said Brian Wrubel, president and CEO of Marquette Associates Inc., Chicago, the ISBI's investment consultan

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Business Insurance
April 7, 2015
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Tim Hamann

Mr. Tim Hamann is a Chief Compliance Officer and Managing Partner at Marquette Associates, Inc. Previously, he served as the Vice President and the Chairman of Client Oversight Committee at Marquette Associates, Inc. He serves as a consultant on several of ...

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Bloomberg
August 22, 2015
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Emanuel's Infrastructure Trust gets top-to-bottom overhaul

Along with Summers, who will serve as chairman, are Debra A. Cafaro, CEO of Ventas; Miguel Zarate, managing partner of Marquette Associates; Carl G. Lingenfelter, chief administrative officer of Northern Trust Hedge Fund Services; Kym M. Hubbard ...

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Chicago Sun Times
July 27, 2015
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Chicago Transit Authority drops Invesco

The termination follows investment consultant Marquette Associates' recommendation to move to passive management for domestic large-cap equity, according to the minutes. The $1.9 billion pension fund had $92 million invested in the Invesco strategy as of ...

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Pensions & Investments
September 2, 2015
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PENSION ADVISER INVESTS IN NET NICHE

Marquette Associates Inc., a small Chicago-based pension consultant, has formed a new company, AdvisorNet LLC, to provide the kind of investment advice that previously was available only to institutional clients. Corporate 401(k) plans that subscribe to ...

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Crain's Chicago Business
December 18, 1998
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Brett Allen Christenson CFA

Mr. Brett Allen Christenson is a Managing Director at Marquette Associates, Inc. He serves as the primary consultant on several of the firm’s relationships. In addition, Mr. Christenson is responsible for coordinating the analysis of alternative strategy ...

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Bloomberg
September 23, 2015
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Illinois To Award $223M EM Mandate

The investment consultant of the board, Marquette Associates , will assist in the search and the funding will come from non-U.S. developed markets equity managers’ portfolios.

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Institutional Investor
May 7, 2014
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Illinois 529 Seeks Large-Cap Manager

The College Illinois 529 Prepaid Tuition program has 66,000 active 529 contracts, is managed by the commission of ISAC, the executive director and staff and administered by the State Treasurer's office. Marquette Associates is the financial advisor.

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NASDAQ
January 26, 2010
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Chicago Metropolitan Water fund narrows emerging markets equity search

An RFP was issued in July. Funding sources have not been determined. Marquette Associates, the $1.3 billion pension fund’s investment consultant, is assisting.

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Pensions & Investments
October 29, 2015
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Rodney Overcash

Mr. Rodney Overcash is an Assistant Vice President, Director of Research, and the Chairman of Investment Committee at Marquette Associates, Inc. He is also responsible for client analysis and reporting at the firm. In addition, Mr. Overcash is involved ...

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Bloomberg
October 18, 2015
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Pension Pinch Busts City Budgets

We need to approach the solution on a long-term basis." Chicago-based consultancy Marquette Associates, which has advised the police and fire funds for the past three years, declined to comment. Standard & Poor's Ratings Services in its most recent report ...

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Wall Street Journal
November 4, 2013
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Cincinnati Retirement System rehires Marquette Associates

Cincinnati Retirement System rehired Marquette Associates as investment consultant, said Don Beresford, finance manager, in an e-mail. The $2.3 billion pension fund issued a request for qualifications in November because Marquette’s contract expires this ...

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Pensions & Investments
May 20, 2015
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Marquette Associates Selects InvestorForce for Advanced Performance Reporting Solutions

InvestorForce, Inc., a leading software provider of web-based reporting and analytical tools for institutional investment consultants, is pleased to announce an agreement with Marquette Associates to provide the advanced performance measurement and ...

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Reuters
October 10, 2011
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David B. Wojick MBA

He served as a Vice President and Consultant of Marquette Associates, Inc. He was responsible for oversight of Marquette Associates risk and compliance reporting... and analysis. In addition, Mr. Wojick was involved with reviewing domestic equity mangers.

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Bloomberg
May 7, 2015
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City pension summit scheduled for Monday

Seventh St. Speakers will include Mayor Jim Langfelder, City Budget Director Bill McCarty, Illinois Municipal League legislative director Joe McCoy, Illinois Municipal Retirement Fund executive director Louis Kosiba, Marquette Associates managing partner ...

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State Journal Register
December 10, 2015
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Milwaukee County's pension contribution to increase

The county's pension investments grew by 11.2% last year, following nearly flat growth in 2011, according to a report by Marquette Associates, a financial consultant.

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Milwaukee Journal Sentinel
May 15, 2013
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Pittsburgh's pension funds earn 16 percent on portfolio

The system earned 17.5 percent on investments in 2013, 15.8 percent in 2012, 9.3 percent in 2011, 8.4 percent in 2010 and 11.2 percent in 2009, according to reports from Chicago-based Marquette Associates, the Comprehensive Trust Fund's investment adviser.

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PITTSBURGH TRIBUNE-REVIEW
September 11, 2014
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Marquette Associates Selects InvestorForce for Advanced Performance Reporting Solutions

WAYNE, Pa.--(BUSINESS WIRE)--InvestorForce, Inc., a leading software provider of web-based reporting and analytical tools for institutional investment consultants, is pleased to announce an agreement with Marquette Associates to provide the advanced ...

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Business Wire
October 10, 2011
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Consultants Marquette Associates, FCI to merge

Investment consultants Marquette Associates and Fiduciary Consultants Inc. signed an agreement to merge, the companies announced Wednesday. Terms weren't disclosed. Brian Goding, president and sole owner of FCI, will become an equity partner at Marquette ...

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Pensions & Investments
November 14, 2012
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Marquette Associates acquires Archstone

Marquette Associates acquired Archstone Portfolio Solutions, a privately held investment consulting firm serving middle-market endowments and foundations, high-net-worth families and health-care organizations on the East Coast. Terms weren't disclosed.

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Pensions & Investments
April 8, 2013
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City's pension adviser killed in New York vehicle accident

Patrick M. Krolak, 42, of Chicago, was managing director of Marquette Associates, Pittsburgh's pension advisers. Also killed were his father, Patrick D. Krolak, 72, a retired professor of computer science at University of Massachusetts Lowell, and mother ...

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Pittsburgh Post-Gazette
August 30, 2012
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ICG Group Inc. : Marquette Associates Selects InvestorForce for Advanced Performance Reporting Solutions

InvestorForce, Inc., a leading software provider of web-based reporting and analytical tools for institutional investment consultants, is pleased to announce an agreement with Marquette Associates to provide the advanced performance measurement and ...

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4 Traders
October 10, 2011
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Marquette Associates Selects InvestorForce for Advanced Performance Reporting Solutions

InvestorForce, Inc., a leading software provider of web-based reporting and analytical tools for institutional investment consultants, is pleased to announce an agreement with Marquette Associates to provide the advanced performance measurement and ...

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TMCnet
October 9, 2011
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Don't Be Lulled By the Stock Market's Smooth Ride

Since 1950, the S&P 500 has suffered a decline of 20% or more sometime during the year in about one-fifth of all years, according to Chicago-based investment-consulting firm Marquette Associates. About a quarter of all years saw a retreat of 10% to 15%.

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Wall Street Journal
September 19, 2014
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Chicago Metropolitan Water fund ready for asset allocation study

Chicago Metropolitan Water Reclamation District Retirement Fund will hear results of an asset allocation study at its Oct. 22 board meeting, said Susan Boutin, executive director. The study is being done by Marquette Associates, which wanted to conduct ...

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chicagocurrent.com
September 30, 2014
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Don't Call it a Correction! The Nasdaq's Hurting, but the Dow Barely Noticed

According to Marquette Associates, a 5% to 10% drop has occurred in at least ... At this stage, it's not even a correction in any index save the Nasdaq, and much commentary has rightly pointed out that it's the high-flying stocks with exorbitant ...

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The Motley Fool
April 11, 2014
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Community Foundation shifts assets away from local bank oversight

Officials placed the money in the care of Marquette Associates, which is based in Chicago. "Extremely disappointed in the decision," said Stacey Bentley, president and CEO of Community National Bank in Waterloo. "I am disappointed the foundation felt a ...

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Waterloo Cedar Falls Courier
July 14, 2013
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Exclusive: City claims of police pension loss may not add up

Yet the Peoria Police Pension Fund has met investment return projections over the last 15 years and exceeded projections over the last five years, according to figures from Marquette Associates, the investment consulting firm used by Peoria police.

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Peoria Journal Star
May 17, 2014
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Patrick and Rita Krolak; inspired and mentored others

Dr. Krolak, 72, and Mrs. Krolak, 70, lived in Dover. Their son, who was 42, lived in Chicago, and was a managing partner at Marquette Associates. Dr. Krolak “was just well ahead of his time in terms of understanding the importance of integrating and ...

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The Boston Globe
August 31, 2012
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Lamb seeks answers to pension plan delay

Mercer Investment Consulting Inc. was overseeing the fund at that time, but has since been replaced by Marquette Associates of Chicago. Experts say that trying to time the market, that is buying stocks when the market is good and selling them when the ...

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The Business Journal
August 26, 2011
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Actively Managed Funds Losing Out to ETFs

According to Morningstar, about $144 billion flowed into passive funds over the past five years while actively managed funds lost over $460 billion, writes Gregory Leonberger, Director of Research, for Marquette Associates. Since the equity markets have ...

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Yahoo Finance
November 2, 2012
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The Pension Crisis In Illinois

Illinois has more than 650 locally run pension funds—43 percent of the country’s public pension plans, according to Marquette Associates—covering retired police officers and firefighters, along with one consolidated fund for municipal retirees.

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Forbes
November 3, 2014
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Fashion Place sued for $6.6 million in unpaid bills

In addition to the liens against General Growth, Scott has filed liens against Seattle-based Nordstrom Inc. and Marquette Associates LP, which represents Dillards, based in Little Rock, Ark. The settlement Scott is working on with General Growth will ...

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Deseret News
October 18, 2009
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Investment Perspectives On The State Of Commodities

A new whitepaper from Marquette Associates looks back at developments in the commodities markets over the past year, and offers a look ahead into 2015. The paper was written by Olu Rosanwo, a CAIA and Senior Research Analyst of Real Assets for Marquette ...

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Seeking Alpha
December 23, 2014
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Portfolio rebalancing not about picking winners

In most cases, rebalancing once a year should suffice, Mr. Ferri adds. "It's the discipline that's most important." A recent study by Marquette Associates looking at rebalancing a portfolio using 13 different asset classes--ranging from junk bonds to small ...

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Market Watch
June 20, 2012
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The Pension Crisis In Illinois

Illinois has more than 650 locally run pension funds—43 percent of the country’s public pension plans, according to Marquette Associates—covering retired police officers and firefighters, along with one consolidated fund for municipal retirees.

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Forbes
November 2, 2014
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Don't Be Lulled By the Stock Market's Smooth Ride

After a five-year surge, the Dow Jones Industrial Average hit a new all-time high this past week. If you were along for the ride, congratulations. But here's what's unnerving: It has been more than 700 trading days since the Dow closed 10% below its ...

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Wall Street Journal
September 21, 2014
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Chicago Metropolitan Water pension fund wants U.S. large-cap, midcap equity managers

Interested candidates can bid on both searches, Ms. Boutin wrote. Investment consultant Marquette Associates is assisting with the search. The pension fund has a 55% target allocation to domestic equities.

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Pensions & Investments
January 30, 2015
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Hotel loan payment delayed

The extension was granted to allow the sale of the hotel to East Peoria-based EM Properties. Pere Marquette Associates and PNC Bank anticipate a closing to take place before June 30. The Peoria City Council is expected to reconsider an updated ...

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Peoria Journal Star
May 7, 2010
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Tim Hamann

Mr. Tim Hamann is a Chief Compliance Officer and Managing Partner at Marquette Associates, Inc. Previously, he served as the Vice President and the Chairman of Client Oversight Committee at Marquette Associates, Inc. He serves as a consultant on several of ...

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Bloomberg
February 10, 2015
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Company Overview of Marquette Associates, Inc.

Marquette Associates, Inc. is an employee owned investment manager. The firm provides consultancy and advisory services to its clients. It provides its services to banking or thrift institutions, pension and profit sharing plans, pooled investment vehicles ...

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Bloomberg
March 11, 2015
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Timothy Thomas Burdick CFA

Mr. Timothy Thomas Burdick is a Managing Director at Marquette Associates, Inc. He serves as the primary consultant on several of the firm’s relationships. Prior to joining Marquette, Mr. Burdick was at the Northern Trust Company, where he divided time ...

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Bloomberg
March 15, 2015
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Illinois State Board rehires T. Rowe Price as record keeper of 457 plan

The rehiring was the result of an RFP issued by ISBI last December. ISBI oversees the 457 plan’s assets. Marquette Associates, ISBI’s investment consultant, assisted in the search and recommended the rehiring. Apart from its record-keeping services ...

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Pensions & Investments
March 20, 2015
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Chapter VIII: Obama's state pension scheme

Obama and his cohorts targeted state officials in charge of pension funds for teachers ... William Atwood, executive director of the giant Illinois State Board of Investment, or ISBI, told The Washington Examiner that Obama was relentless in applying ...

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Washington Examiner
September 19, 2012
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Business summit to honor late CEO

James Wesner, board member of One Acre Fund, a nonprofit that supplies small farms in East Africa with financing and agricultural training, and managing partner for Marquette Associates, a Chicago-based institutional investment consulting firm. The summit ...

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Toledo Blade
April 9, 2015
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Illinois deferred compensation plan sets auto re-enrollment

“It's a best practice (but whether to do it) depends on the makeup of the fund,” such as in terms of lack of diversity of participant allocations, said Brian Wrubel, president and CEO of Marquette Associates Inc., Chicago, the ISBI's investment consultan

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Business Insurance
April 7, 2015
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St. Louis Police makes first private real estate commitment

Olish, executive director, in an e-mail. The $723 million pension fund’s investment consultant, Marquette Associates, assisted. As of Feb. 28, the pension fund had no private real estate managers and one REIT manager, CenterSquare Investment Management ...

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Pensions & Investments
March 30, 2015
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Community foundations face-off in Waterloo

Previously, the group decided to shift all money to a Chicago investment group, Marquette Associates, which manages some $95 billion. Both say they wish the other no ill will, it's just a difference of philosophies.

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KWWL
March 30, 2015
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Waterloo civic foundation presents new opportunities

As reported last week, the founders of the new organization said they were also concerned when CFNEIA pulled its assets, now estimated at $85 million, out of local banks in 2013 and placed the money with Chicago-based Marquette Associates. They also noted ...

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Waterloo Cedar Falls Courier
March 29, 2015
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Community foundations face-off in Waterloo

Previously, the group decided to shift all money to a Chicago investment group, Marquette Associates, which manages some $95 billion. No arrests in Cedar Rapids, Iowa officer-involved shooting No arrests in Cedar Rapids, Iowa officer-involved shooting Iowa ...

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4 KTIV Siouxland's News channel
March 30, 2015
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Community Foundation to build, move to Cedar Falls next year

Cedar Falls architect Dan Levi designed the new building ... now Community Bank & Trust -- and placed the money in the care of Chicago-based Marquette Associates. “We’re seeing great results from that and are experiencing savings because of not ...

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Waterloo Cedar Falls Courier
October 24, 2014
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Actively Managed Funds Losing Out to ETFs

According to Morningstar, about $144 billion flowed into passive funds over the past five years while actively managed funds lost over $460 billion, writes Gregory Leonberger, Director of Research, for Marquette Associates. Since the equity markets have ...

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ETF Trends Setting The Pace
November 1, 2012
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Lourdes summit puts value on social entrepreneurship

a board member of One Acre Fund and managing partner for Marquette Associates, a Chicago-based institutional investment consulting firm. The last two years, the program focused on area business leaders and how they thought about the right way to lead their ...

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Toledo Blade
April 30, 2015
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Chicago Transit Authority launches open-end real estate searches

Investment consultant Marquette Associates is assisting with all of the searches. John Kallianis, the pension fund’s executive director, did not respond to requests for further information by press time.

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Pensions & Investments
May 13, 2015
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Illinois State Board puts 2 Wellington strategies on watch for performance

Illinois State Board of Investment, Chicago, placed Wellington Management on watch for underperformance for fixed-income and equity portfolios totaling $531 million in assets, said William R. Atwood, executive director. ISBI put Wellington on watch for a $ ...

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Pensions & Investments
June 29, 2015
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Towers Watson Strengthens Private Market Research Team

Previous roles include senior vice president at Summit Strategies Group and director of alternative investments at Hammond Associates. He has over 19 years of investment experience as a limited partner (pension fund), institutional consultant and general ...

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Reuters
June 13, 2012
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