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: First Quarter
The S&P 500 posted a 32.4% return in 2013, which ranked in the top 7% of all annual returns since 1960. The 1.8% return during the first quarter of 2014 was more in line with historical averages. International developed stocks, as measured by the MSCI EAFE Index, advanced less than 1% for the quarter, and emerging markets stocks (MSCI Emerging Markets Index) ended fractionally lower with strong momentum toward the end of the quarter moving up 3.1% in March.
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.