FEG's dedicated team of research professionals work with FEG consultants and clients to identify exceptional alternative investment managers and build better portfolios.
Our team provides advice and recommendations on a full range of alternative investment options including hedge funds, private equity and venture capital, natural resources and real estate funds. Client-specific recommendations are developed within the context of each client's investment objectives and risk tolerances.
Strategic sourcing, thorough due diligence, attention to risk factors and active on-going monitoring are key components of FEG/Alternative Investments.
Investment Philosophy
FEG searches for unique, proven talent across the spectrum of alternative investments as a means to enhance portfolio returns and manage risk.
The inclusion of alternative investments broadens an investor’s opportunity set and improves the portfolio’s risk/reward profile.
Investment Strategy
Investment strategy varies by asset category and client objective. We educate our clients on the strategic benefit and potential risk of each type of alternative investment. In the case of illiquid investments, we utilize internally developed portfolio allocation models to assist clients in meeting a targeted level of invested capital.
- Private Equity/Venture Capital investments increase returns but offer a higher level of volatility and illiquidity.
- Hedge Funds reduce portfolio risk through diversification while providing a stable pattern of returns.
- Natural Resources investments bring commodity exposure to the portfolio, providing a strong inflation hedge while also producing attractive returns in low-inflation environments.
- Real Estate diversifies a portfolio’s sources of return and can add a strong income component.
Research Process
FEG employs dedicated alternative investment research analysts and has developed a thorough process for sourcing, screening, selecting and monitoring alternative investments.
We conduct exhaustive due diligence, including interviews with management, on-site operational evaluations, reference checks, performance analysis and detailed reviews of investment terms and conditions.
Throughout this process we focus on the underlying dynamics of a given investment management organization utilizing our Six Tenets of Investment Philosophy. These tenets identify organizations with the characteristics we believe result in successful long term asset management.
Engaging FEG/Alternative Investments
As part of our consulting services, each consultant collaborates with FEG’s alternative investment research analysts.
As a standalone service, FEG’s alternative investment professionals provide alternative investment-only consulting services on either a retainer or project basis.