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Second Quarter Private Capital Quarterly
Private Capital Quarterly: Metals and Mining
While distress in the energy sector has dominated the headlines over the past two years, less attention has been focused on the mining sector, which has suffered similar declines, although, arguably, the pain has been longer and deeper.  After a period of strong growth driven by demand from emerging markets during the middle of the last decade, the global metals and mining sector has been decimated by a combination of capital misallocation, overleverage, and falling commodity prices, due in part to concerns about slower demand from China and other emerging markets.  
July Research Review: Our Search for the Unique
We pride ourselves on finding those managers that have unique strategies, competencies, and expert knowledge. Those with unconstrained mandates and that operate in inefficient areas of the markets have the greatest opportunity to outperform. When strong alignment of interests with clients’ goals are combined with skillful management and enough room for agile managers to exercise that skill, we believe our clients will reap the benefits.
Second Quarter Research Review: Britain's Vote for Independence
For several previous quarters, we have described the omnipresent influence of central bankers around the world. Their words and actions have overwhelmed market fundamentals through the depression of interest rates, which has, in turn, pushed investors to take more risk in pursuit of return.
Private Capital Quarterly: Identifying Attractive Buyout Funds
A variety of factors influence FEG’s approach to identifying, evaluating, and recommending buyout funds.Chief influences include our collective experience over the last 15+ years of covering private equity markets, our view on the keys to success over the next ten years (the term of the average buyout fund), and published industry research. Based on our experiences, analysis of industry data, and academic research, several factors emerge for successful private equity firms that are able to generate premium returns.
May Research Review: The Death of Diversification?
May Research Review: The Death of Diversification?
Much has been written lately suggesting that the benefits of diversification are fading or have become nonexistent. Numerous players in the institutional investing field have published material suggesting the diversified portfolio, often broadly called “the endowment model,” is dead. We at FEG are not subscribers to these claims, and cite a famous Mark Twain quote (or an adaptation thereof) as an eloquent, succinct, and appropriate response regarding the supposed end of the benefits of diversification: "Reports of my demise have been greatly exaggerated."
April Research Review: It's Good to Have Friends
One of the great benefits we enjoy at FEG is direct access to some of the best and brightest minds in the investment industry. I was reminded of this fact yet again while spending two days with Nobel laureates...The discussion was lively, dynamic, and continued well past the 8:00-5:00 workday. In fact, some of the most interesting conversations lasted long into the night. While the topics were too varied to cover in detail here, there were two subjects of particular interest to FEG and our clients: manager selection and public equity investing styles.
FEG Insight: FEG 2016 Investment Forum
On March 21–23, Fund Evaluation Group, LLC (FEG) welcomed more than 500 attendees to the seventh FEG Investment Forum, Revitalization: Meaningful Change Through Mission, Vision, and Strategic Investing. Held in downtown Cincinnati, the Forum featured three days of networking, primary speakers, a main stage debate, and numerous breakout sessions that discussed strategies to help revitalize organizations’ investment programs.
First Quarter Research Review
The strengthening U.S. dollar (USD), a trend that began in 2011 and gathered steam in 2014, cooled during the first quarter of 2016. One of the primary factors driving down the value of the USD included numerous dovish remarks by Federal Open Market Committee (FOMC) Chair Janet Yellen and other Federal Reserve officials, who focused on the future path of monetary tightening.
First Quarter Market Commentary
The U.S. stock market posted a tepid positive return that masked a drop of over 10% at one point during the quarter. Emerging markets outperformed developed markets both domestically and abroad. Long duration fixed income securities rallied as rates dropped while absorbing a more dovish U.S. Federal Reserve policy. REITs remained strong, commodities ended essentially flat, and the struggles facing MLPs continued. Skillfully managed global macro strategies within the broader diversifying strategies category posted solid returns.
February Research Review: Emerging Markets & India
Without a doubt, I knew I was in a different place when I stepped foot in India. I knew I was in an emerging market. India hits all five of your senses— some good and some that tested my strength to not use profanity. The sights can be amazing (the Taj Mahal), or they can be disturbing (take my word for it) for the unprepared and insulated American. The sounds are different: tuk tuks (small motorized rickshaws) everywhere, more than 20 official languages, and activity like almost nowhere else on the planet.
Managed Portfolios Investors Brochure
Fund Evaluation Group offers dynamic managed portfolios for your clients.
FEG Profile
Fund Evaluation Group, LLC (FEG) is an independently-owned, full-service investment advisory firm.
FEG Managed Portfolios Bridging Advisors with Institutional Solutions Brochure
Fund Evaluation Group offers dynamic managed portfolios for Institutions.
FEG Managed Portfolios: One Pager for Advisors
Fund Evaluation Group (FEG) offers advisors access to alternative investment strategies through FEG Managed Portfolios.
Outsourced CIO Solution for Independent Schools
FEG offers an outsourced Chief Investment Officer (outsourced CIO) service for Independent Schools.
Selecting the Right Service
Discretionary vs. Non-Discretionary? There are several questions to ask when determining which service model is right for your institution.
FEG Managed Portfolios: Custom Portfolios for Advisors
FEG Managed Portfolios offers advisors custom solutions to portfolio management.
FEG's Healthcare Advantage
Fund Evaluation Group, LLC (FEG) provides healthcare providers with flexible investment advice and portfolio management to help successfully invest in a rapidly changing environment.
Is Investment Outsourcing Right for Your Organization?
Today, more organizations than ever are realizing the benefits of outsourcing their investment portfolios. According to aiCIO, 44% of organizations surveyed either currently outsource their investment decisions, or they plan to do so in the next 24 months.
FEG's Investment Philosophy
FEG’s Investment Philosophy serves as the basis for the investment solutions we provide our clients and is predicated upon four philosophical tenets.
It's Time to Rethink Socially Responsible Investing
Have you considered Socially Responsible Investing (SRI) before, but discarded it because you didn't want to sacrifice performance? Reconsider
Institutional Services Brochure
Your goals and objectives become reality by collaborating with us. As your partner, we provide the investment support you need to bridge your current needs and future goals.