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.
FEG Insight: 2014 FEG Investment Forum
On September 23–24 Fund Evaluation Group, LLC (FEG) welcomed more than 500 attendees to the sixth FEG Investment Forum, Game On: Producing Results in an Unpredictable World. Held in downtown Cincinnati, the Forum featured six primary speakers who shared their insights on achieving results in an unpredictable economic environment. Primary Forum speakers covered a broad range of topics spanning invesment, economic, and philanthropic issues.
Market Commentary: Third Quarter
Large cap U.S. equities spent much of the third quarter lower than where they began before ending September 2014 with a fractional three-month gain. The disparity between U.S. large company and small company stocks was vast, however, as small cap stocks posted mid-single-digit declines.
The Portfolio Whiteboard Project
The Portfolio Whiteboard Project brought together the next generation of institutional investment leaders with asset managers to define an asset allocation model for the future. Institutions need to go back to the drawing board, but not for the reasons we originally believed.
FEG Insight: Diversifying Strategies
On June 25, 2013, Fund Evaluation Group, LLC (FEG) hosted a lunch event in Nashville to discuss a risk-based approach towards building “diversifying strategies” portfolios.