FEG/Managed Portfolios is a discretionary investment advisory program based on our investment philosophy.
For investors who prefer to outsource their investment decisions to dedicated professionals, we offer FEG/Managed Portfolios.
Organizations determine policy, while FEG handles the manager selection, asset allocation, policy implementation and rebalancing of the portfolio.
FEG/Managed Portfolios is ideal for organizations that prefer to rely upon a trusted expert to capture market opportunities, enabling board and committee members to focus on policy and governance in service of the core mission.
FEG/Managed Portfolios services include:
Portfolio Modeling
- Asset Allocation
- Global Diversification
- Expert Manager Research/Selection
- Incorporation of Liability Assumptions (Pension Plans)
Policy Development
- Investment Policy
- Funding Policy
- Spending Policy and Liability Modeling
Ongoing Analysis
- Daily Portfolio Monitoring
- Active Rebalancing
- Performance Reporting [ Coming Soon: View Sample Performance Report ]
- Investment Manager Due Diligence
Knowledge Sharing
- Education of Trustees
- Education of Staff, Participants and Donors
- Education of Financial Planners