Constructing a portfolio that achieves long-term objectives is the most important contribution FEG makes to our clients' success.
For asset allocation, FEG utilizes Efficient Frontier Modeling software to help establish an appropriate mix within acceptable risk parameters.
Efficient Frontier Modeling provides a thorough analysis of asset mixes relative to risk/reward trade-offs, assessment of the probability of return rates, and incorporates modeling of both traditional and alternative investments.
FEG incorporates Monte Carlo simulations to analyze risk and return over multi-year periods, balancing volatility between long-term and short-term results.
FEG understands that no model can give the “right” answer and complements software analysis with experience, judgment, and a common-sense approach to asset allocation.
Asset Allocation
FEG analyzes asset pools from a return, risk and liquidity perspective and determines an allocation structure designed to achieve your investment goals.
We develop capital market assumptions recognizing historical relationships and analyzing current market valuations to establish our 10-year expected returns, volatilities and correlations.
We believe in diversifying portfolios among and between asset classes and recommend alternative investments.