News

2025 FEG Hosts 7th Annual Hockey Classic

The Hockey Classic is an opportunity to connect with colleagues from across the industry and support the Cincinnati IceBreakers — an inspiring nonprofit that offers an adaptive ice hockey program.

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Prep Schools Turn to OCIOs Amid Operating Pressures

Kathryn Mawer, a managing director at FEG, sheds light on the critical role of consistent investment returns for prep schools heavily dependent on endowments. Mawer highlights that “having an OCIO provider with existing manager relationships can provide ‘benefits of scale’ to independent schools.” Curious about how these strategies are reshaping the financial landscape of prep schools? Click below to learn more. 

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FEG's Expansion of Leadership Team Featured in FIN News

FEG Investment Advisors recently announced the expansion of its executive leadership team, with the additions of Devinne Verst, Reba Perry, and Gianna Tremoulis.

This strategic move is part of FEG's commitment to strengthening its leadership and supporting its growth initiatives. This announcement was recently highlighted by FIN News.

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2025 FEG Investment Advisors Expands Leadership Team

New members of the executive team will ensure the firm remains focused on providing robust investment solutions and high-touch client engagement.

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Greg Dowling Comments on College and University Endowments

Venture capital write-downs continued to weigh on U.S. college and university endowments in the latest fiscal year, tempering their ability to reap rewards from one of the strongest U.S. stock market showings of the last decade. A bright spot was smaller institutions that have less exposure to private investments and more to the U.S. stock market. “The more liquid equities you had, the better you did,” said FEG CIO Greg Dowling.

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FEG's Market Commentary Featured in the Philanthropy Review

FEG is proud to be a member of Philanthropy Ohio, a statewide organization dedicated to institutional foundations and endowments. As a professional partner, we provide ongoing education, tools, and investment expertise to the board and staff members of grant makers throughout Ohio.

In this article, FEG Investment Advisors offers market insights and commentary as it relates to the well-known large cap success of Nvidia, Microsoft, and Apple and their new in-house moniker, the "Ten Trillion Dollar Trio." 

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First Reserve Pivots From Big Energy to Embrace Midsize Infrastructure Businesses

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Scale Tops Inst’l Investor Checklists for Hiring Managers

Institutions listed poor performance as the main reason for firing a manager, a new survey finds.

Scale is likely most sought out for fixed income mandates, where its benefits are more apparent, said Nolan Bean, CIO and head of portfolio management and FEG Investment Advisors. However, each strategy is different, and institutions should remain wary of just flocking to the largest managers, he said. "If you get too big, you get bloated, and you can't drive results," Bean said.

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Cautious Optimism: A Discussion On Markets, Diversity Initiatives

Quincy Brown, FEG Managing Di­rector, was featured on the July Issue of Emerging Manager Monthly for a Q&A session on markets and diversity initiatives.

Quincy Brown notes, "Near-term, we are cautiously optimistic, given that the latter half of election year returns tend to be solid, corporate earnings are strong, and overall economic conditions remain stable. These condi­tions have endured despite the persistence of geopolitical conflicts and tensions, inflation and subsequent Fed responses increasing speculative tendencies, and valuations remaining high in U.S. (large cap) equities." 

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Community Foundations Show Increased Interest

Community foundations are looking to increase their allocations to private markets investments, a new survey finds.

FEG Investment Advisors’ 2024 Community Foundation Survey found that 43% of community foundations plan to increase their allocation to private investments this year, which comes at a time when the average allocation to private investments among participating community foundations increased to 9% from 7.1% last year.

Disclosure
The Community Foundations data is obtained from the proprietary FEG 2024 Community Foundation Survey. The study includes a survey of 107 U.S. Community Foundations. The survey was open for responses online from January 16 - March 8, 2024. Participants did not pay to be included in the survey. Participants also had the option to complete as a word document and email the results back to FEG. The data from this survey was grouped into between five and seven categories based on assets of the community foundation with assets ranging from less than $25 million to greater than $1 billion. The information in this study is based on the responses provided by the participants and is meant for illustration and educational purposes only.

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