Fund Evaluation Group, LLC (FEG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training.

The material on this Website ("Site") is prepared for broad circulation and is disseminated for general information only. It does not address specific investment objectives, or the financial situation and the particular needs of any individual investor. Investors should seek financial advice regarding their particular situation from a qualified professional.

Terms & Conditions of Use

This Site is provided by FEG and may be used by you for informational purposes only. By accessing, browsing, and using the site or downloading materials from the Site, you agree to be bound by and abide by the terms and conditions set forth in these terms and conditions of use. IF YOU DO NOT AGREE TO ABIDE BY THESE TERMS AND CONDITIONS OR ANY SUBSEQUENT REVISIONS THERETO, THEN DO NOT ACCESS, BROWSE, OTHERWISE USE, OR DOWNLOAD MATERIALS FROM THIS SITE.

  • Limited License
  • Disclaimer
  • Intellectual Property
  • Third Party Sites
  • Information Provided by You
  • Linking to the FEG Website
  • Limitation of Damages
  • Changes
  • International Users and Choice of Law

Limited License

Subject to the terms and conditions set forth in this Agreement, FEG grants you a non-exclusive, non-transferable, limited right to access, use and display this Site and the materials thereon. You agree not to interrupt or attempt to interrupt the operation of the Site in any way.

FEG authorizes you to view and download the information ("Materials") at this Site only for your personal, non-commercial use. This authorization is not a transfer of title in the Materials and copies of the Materials and is subject to the following restrictions: 1) you must retain, on all copies of the Materials downloaded, all copyright and other proprietary notices contained in the Materials; 2) you may not modify the Materials in any way or reproduce or publicly display, perform, or distribute or otherwise use them for any public or commercial purpose; and 3) you must not transfer the Materials to any other person unless you give them notice of, and they agree to accept, the obligations arising under these terms and conditions of use. You agree to abide by all additional restrictions displayed on the Site as it may be updated from time to time. This Site, including all Materials, is copyrighted and protected by worldwide copyright laws and treaty provisions. You agree to comply with all copyright laws worldwide in your use of this Site and to prevent any unauthorized copying of the Materials. Except as expressly provided herein, FEG does not grant any express or implied right to you under any patents, trademarks, copyrights or trade secret information.

All information at this Site is owned exclusively by FEG and/or others, and is protected under applicable copyright, patent, trademark, trade dress laws, and/or other proprietary rights.

Disclaimer

THE MATERIALS SHOWN THROUGH THIS SITE MAY CONTAIN INACCURACIES AND TYPOGRAPHICAL ERRORS. FEG DOES NOT WARRANT THE ACCURACY OR COMPLETENESS OF THE MATERIALS OR THE RELIABILITY OF ANY ADVICE, OPINION, STATEMENT OR OTHER INFORMATION DISPLAYED OR DISTRIBUTED THROUGH THE SITE. YOU ACKNOWLEDGE THAT ANY RELIANCE ON ANY SUCH OPINION, ADVICE, STATEMENT, MEMORANDUM, OR INFORMATION SHALL BE AT YOUR SOLE RISK. FEG RESERVES THE RIGHT, IN ITS SOLE DISCRETION, AT ANY TIME, TO CORRECT ANY ERRORS OR OMISSIONS IN ANY PORTION OF THE SITE. FEG MAY MAKE ANY OTHER CHANGES TO THE SITE, THE MATERIALS AND THE PRODUCTS, PROGRAMS, SERVICES OR PRICES (IF ANY) DESCRIBED IN THE SITE AT ANY TIME WITHOUT NOTICE.

THIS SITE, THE INFORMATION AND MATERIALS ON THE SITE, AND THE SOFTWARE MADE AVAILABLE ON THE SITE, ARE PROVIDED "AS IS" WITHOUT ANY REPRESENTATION OR WARRANTY, EXPRESS OR IMPLIED, OF ANY KIND, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS FOR ANY PARTICULAR PURPOSE. FEG’s obligations relating to any of its products or services are governed solely by the agreements and provisions under which those products and services were provided, and nothing in this website should be construed to alter any of those agreements. SOME JURISDICTIONS DO NOT ALLOW FOR THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU.

Intellectual Property

“Fund Evaluation Group, LLC ”; “FEG”; the FEG bridge logo; the “FEG” block letter logo; “Our Insight/Your Vision”; “Guiding Principles” (“20/20 Insight”, “Clarifying Complexity”, “More Than Partnership”) and "Six Research Tenets" (“Conviction”, “Consistency”, “Pragmatism”, “Investment Culture”, “Risk Control” and “Active Return”) are United States common law trademarks owned by FEG.

Third Party Sites

As a convenience to you, FEG may provide, on this Site, links to websites operated by other entities. If you use these sites, you will leave this Site. If you decide to visit any linked site, you do so at your own risk and it is your responsibility to take all protective measures to guard against viruses or other destructive elements. FEG makes no warranty or representation regarding, and does not endorse, any linked websites or the information appearing thereon or any of the products or services described thereon. Links do not imply that FEG or this Site sponsors, endorses, is affiliated or associated with, or is legally authorized to use any trademark, trade name, logo or copyright symbol displayed in or accessible through the links, or that any linked site is authorized to use any trademark, trade name, logo or copyright symbol of FEG or any of its affiliates or subsidiaries.

Information Provided by You

FEG does not want you to, and you should not, send any confidential or proprietary information to FEG via the Site. You agree that any information or materials that you or individuals acting on your behalf provide to FEG will not be considered confidential or proprietary and may be used or distributed by FEG for any purpose whatsoever, including, but not limited to developing, manufacturing and marketing sales and services of FEG. Notwithstanding the foregoing, all personal data provided to FEG will be handled in accordance with FEG’s Privacy Policy. You further recognize that FEG does not want you to, and you warrant that you shall not, provide any information or materials to FEG that is defamatory, threatening, obscene, harassing, inflammatory, or otherwise unlawful, or that incorporates any proprietary material of another.

Linking to FEG Websites

You may create links to this Site from other websites, so long as such links are in compliance with the below terms and conditions for those links and are in compliance with all applicable laws.

A site that links to this Site (1) may link to but not copy or duplicate any FEG Site content; (2) shall not create a browser or border environment around FEG Site content; (3) shall not imply that FEG is endorsing the linked website or any associated products or services; (4) shall not misrepresent the linked website’s relationship with FEG; (5) shall not provide false information about FEG products or services; (6) shall not use the FEG logo or any FEG trademarks or service marks without the express permission of FEG; and (7) shall not contain any content that could be viewed as offensive, controversial, defamatory, inflammatory, or otherwise unlawful, and should only contain content that is appropriate for all age groups.

Limitation of Damages

IN NO EVENT SHALL FEG OR ANY OF ITS SUBSIDIARIES OR AFFILIATES BE LIABLE TO ANY PERSON OR ENTITY FOR ANY DIRECT, INDIRECT, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES (INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION OR PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM) THAT ARE RELATED TO THE USE OF, OR THE INABILITY TO USE, THE CONTENT, MATERIALS, AND FUNCTIONS OF THE SITE OR ANY LINKED WEBSITE, EVEN IF FEG IS EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. You may have additional rights under certain laws which do not allow the exclusion of implied warranties, or the exclusion or limitation of certain damages. If these laws apply to you, the exclusions or limitations in this Agreement that directly conflict with such laws may not apply to you.

Changes

FEG reserves the right, at its sole discretion, to change, modify, add or remove any portion of this Agreement in whole or in part, at any time. Changes in this Agreement will be effective when notice of such change is posted. Your continued use of the Site after any changes to this Agreement are posted will be considered acceptance of those changes.

FEG may terminate, change, suspend or discontinue any aspect of the FEG Site, including the availability of any features of the Site, at any time. FEG may also impose limits on certain features and services or restrict your access to parts or all of the Site without notice or liability. FEG may terminate the authorization, rights and license given above and, upon such termination, you shall immediately destroy all Materials as that term is defined in this Agreement.

International Users and Choice of Law

This Site is controlled, operated and administered by FEG from its offices within the United States of America ("United States"). FEG makes no representation that materials at this Site are appropriate or available for use at other locations outside of the United States and access to them from territories where their contents are illegal is prohibited. You may not use the Site or export the Materials in violation of United States export laws and regulations. If you access this Site from a location outside of the United States, you are responsible for compliance with all local laws. These Terms and Conditions of use shall be governed by the laws of the State of Ohio, without giving effect to its conflict of laws provisions.

This Agreement constitutes the entire agreement between FEG and you with respect to your use of the Site. Any cause of action you may have with respect to your use of the Site must be commenced within one (1) year after the claim or cause of action arises. If for any reason a court of competent jurisdiction finds any provision of the Agreement or portion thereof, to be unenforceable, that provision shall be enforced to the maximum extent permissible so as to effect the intent of the Agreement, and the remainder of this Agreement shall continue in full force and effect.