We provide investment consulting, independent research, and an outsourced-CIO solution to university endowments, public and private foundations, corporate and public retirement plans, banks, insurance companies, and nonprofit organizations.


We provide managed portfolios and alternative investment strategies to help you provide high quality investment solutions to your clients.


March 21-23, 2016 | Register Now!
Today’s environment is characterized by market transparency, global capital flows, and instantaneous communications. The resulting competition requires organizations to refine past visions and investment strategies in order to achieve their missions. Join us as we bring together top investment and philanthropic minds to discuss strategies to help revitalize your investment program. Reserve your seat today!

2016 FEG Community Foundation Investment Survey
This proprietary survey aims to gather information and on spending policies, asset allocations, and current industry trends among Community Foundations. We will share the results at the 2016 FEG Investment Forum. All Community Foundations are invited to participate. Take the survey today!


Research Review: A Year of Transition
As has been the case historically, FEG takes the opportunity in the December version of this quarterly letter to look back not only on the prior three months, but on the calendar year as a whole. 2015 was a transitional year, with the U.S. Federal Reserve (Fed) ending its bond-buying program of quantitative easing (QE) and then raising the target Fed funds rate before year end. Financial markets across the globe felt the anticipation and ultimate impact of this transition.

Fourth Quarter 2015 Market Commentary
A devaluation of the Chinese currency, a sharp equity market selloff in August, and an interest hike by the U.S. Federal Reserve punctuated a year that might have otherwise appeared rather pedestrian with domestic equities posting a small single-digit return.

© 2016 Fund Evaluation Group, LLC
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Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 04/17/2015