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.


Market Commentary: Second Quarter
Global equity markets posted solid gains for the three months ended June 2014 as evidenced by the 5.0% advance in the MSCI All Country World Index (ACWI). Emerging markets were among the strongest equity subgroups as the MSCI Emerging Markets Index jumped 6.6%.1 U.S. stock market valuation measures are stretched and sentiment has begun to appear complacent, yet momentum remains positive.

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.

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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: 04/28/2014