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: Fourth Quarter
Boosted by the U.S. Federal Reserve’s bond-buying policy known as quantitative easing, the U.S. stock market posted tremendous returns in both the fourth quarter and 2013. The S&P 500 advanced 32.4% for the year, which is the strongest return since 1997, outpacing all but 7% of annual returns since 1960. Global stock markets posted strong returns as well, with the MSCI ACWI advancing 23.5% for the year.
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.