FEG provides portfolio reviews through detailed quarterly performance reports.
Reporting consists of the complete portfolio’s progress and each investment manager’s performance compared to the investment policy criteria.
Performance Reporting
FEG provides comprehensive performance reports.
Each consultant provides an interpretation of results based on an analysis of performance, market analysis and manager communications.
+ Coming Soon: View a sample performance report.
Investment Manager Due Diligence
FEG uses quantitative and qualitative screening to analyze the style and consistency of investment managers.
Quarterly conference calls facilitate performance reviews, evaluating key security and sector selection criteria within present market conditions.
We utilize a proprietary quarterly compliance questionnaire to reconcile performance between the manager and custodian. We provide written documentation of adherence to investment policy guidelines, restrictions and notable changes to the portfolio and firm. Our general perspective is best expressed in our “Six Research Tenets.”