Julie Smith is a Senior Analyst in Investment Manager Research at DeMarche, specializing in manager due diligence. She serves as the chairperson of the MARC Advisory Committee, which is responsible for the initial review of any investment strategy, enabling the MARC Committee to then conduct a robust due diligence review. She is also the co-author of the DeMarche Dashboard, a monthly flash report on securities, markets, and the economy. Ms. Smith is responsible for on-site manager research and due diligence throughout the U.S. and also performs economic research for DeMarche’s discretionary OCIO practice. She is also a co-leader of the DeMarche Diversity Committee and sits on the DeMarche Charity Committee.
Prior to rejoining DeMarche in 2017, Ms. Smith served as a Fixed Income Investment Officer for the Kansas Public Employees Retirement System (KPERS). She first joined DeMarche in 1996 as a Senior Analyst for Investment Manager Research. Prior to that, she served as a financial equity analyst and later as a fixed income investment analyst at American Century Investments.
Ms. Smith earned her MBA from Rockhurst University and her Bachelor of Business Administration with a concentration in economics from the University of Missouri-Columbia. She is an affiliate member of the CFA Institute.