Bridging Institutions with Investment Solutions
Latest Insights
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News | September 23, 2021
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Publications | September 20, 2021
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Podcast | September 14, 2021
Bridging Institutions with
Investment Solutions
Our Services
Outsourced CIO
Free your resources as our dedicated OCIO team acts as your comprehensive investment office.
Consulting
Retain decision-making authority as we guide your investment strategy and support your portfolio decisions.
Who We Serve
FEG serves educational, community, and nonprofit organizations, including:
- Universities & Colleges
- Community & Private Foundations
- Independent Schools
- Charitable
- Faith-Based
- Healthcare Systems
RESULTS WEBINAR
FEG 2021 Community Foundation Survey Results Available
The FEG 2021 Community Foundation Survey results are in! Listen in as FEG consultants Jeff Davis and Jeff Weisker reveal financial and enterprise trends from across the community foundation field. Learn the key themes and considerations for your organization today!
Recommended Resources
Diversity, Equity, & Inclusion Resources
In 2018 we launched the FEG DEI Committee as the first step in our undertaking to improve diversity and inclusion efforts across our organization. Since then, we have focused on increasing our awareness and learning how to ensure that every member of our organization and our community feels respected, heard, and recognized. We are happy to share a cultivated short list of resources we have found insightful.
View Resources
Spending Policy Calculator
Test how subtle differences in spending rates and methodologies can impact your portfolio over time with our spending policy tool. Enter your organization’s starting market value, spending rate, and asset allocation mix to see how these decisions may have played out.
Try the Calculator
Healthy Dialogue in Your E&F
The pandemic proved that during volatile times, making sure communication is among your top priorities will go a long way in keeping your organization and its endowment or foundation working in the same direction. Having a strong communication plan offers several benefits in times of turmoil, from keeping everyone focused on what is important, to improving relations with stakeholders.
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