NEWS

Hague joins as Mary Bascom retires after 22 years at FEG

FEG Investment Advisors (FEG), an independent investment consulting and OCIO firm helping institutional investors invest for the long-term, today announced the appointment of Lisa Hague as Chief Financial Officer (CFO). Lisa succeeds Mary Bascom who will be retiring after 22 years with the Firm.

FEG's Head of Fixed Income Keith Berlin is quoted in the Wall Street Journal discussing how current interest rates are impacting the return on capital for investor money funds.

FEG Chief Investment Officer Greg Dowling is quoted in the Wall Street Journal discussing how market volatility caused by the pandemic is impacting institutional investors.

FEG was named as one of the largest money management firms in Greater Cincinnati. 

FEG President and CEO Becky Wood is featured in the Cincinnati Business Courier discussion on her circuitous route to lead FEG and the current investment climate during the pandemic.

FEG Consultants Jeff Davis and Jeff Weisker are featured in the FIN News discussion on community foundations increasing allocations to fossil-fuel free portfolios.

FEG Investment Advisors (FEG) released the results from the FEG 2020 Community Foundation Survey which saw spending rates decrease and adoption of responsive investing increase.

The 2020 survey covers fresh perspectives on topics such responsive investing, spending policy, externally managed funds, investment committee structure, and investment and administrative fees.

The brutal killing of George Floyd has brought to the forefront of America the deep-rooted racism and systemic inequities that challenge our country. His death, along with other recent events—such as the released footage of Ahmaud Arbery’s murder—has angered, disheartened and saddened me. Like many, I consider this a personal call to be a catalyst for meaningful and lasting change in our community—both inside and outside our organization.

FEG Director of Real Assets Christian Busken is featured in the Wall Street Journal Private Equity discussion on lessons learned from the Coronavirus pandemic and its impact on the energy industry.

FEG Head of OCIO Alan Lenahan is quoted in Fund Intelligence discussing similarities of OCIO search increase from 2008 Great Financial Crisis and the recent pandemic. 

FEG is actively monitoring the global spread of novel Coronavirus (COVID-19), and its potential impact on the markets and our business operations. Our priority is the safety of employees, our clients, and business partners, as well as ensuring we provide continuous service to our clients.  

Below please find FEG commentary, business resources, and a quick update on our business procedures.

FEG Investment Advisors’ Head of Institutional Investments Nolan Bean, CFA, CAIA, was named Consultant of the Year by Chief Investment Officer (CIO) magazine during the 2019 Industry Innovation Awards.¹

FEG Chief Investment Officer Greg Dowling is quoted in the Wall Street Journal article on hedge funds. 

Read this  FundFire article—part of their ESG series—to see how FEG rates managers on environmental, social, and governance (ESG) factors. The article quotes Tim O'Donnell, senior vice president and FEG Responsive Investment Committe member. 

Watch the recent FundFire video taken at the FEG 2019 Investment Forum that features Impact Investing speaker, Dan Chu, Executive Director of the Sierra Club Foundation as he shares his organizations ESG policy.   

FEG Advisory Board Member McCall Cravens is quoted from the FEG 2019 Investment Forum CIO Corner Panel discussion in the FundFire article.

FEG's Head of Institutional Investments, Nolan Bean is quoted discussing the endowment model in Institutional Investor.   

FEG Investment Advisors (FEG) was named finalist in two categories of the 2019 Industry Innovation Awards by Chief Investment Officer (CIO) magazine.¹

FEG was named finalist in the OCIO category and Head of Institutional Investments Nolan Bean, CFA, CAIA, was named finalist in the Consultant of the Year category in a statement released by CIO.

FEG will host their Investment Forum in Cincinnati Ohio, September 23 – 25, 2019. This year's forum, titled "Signs: Separating Signal from Noise in Markets, Politics, and Investments" will feature leading financial and strategic experts analyzing critical trends and emerging issues.

FEG Investment Advisors (FEG) released the results from the FEG 2019 Community Foundation Survey which saw spending rates decrease and interest in responsive investing increase.

In this video clip, FEG’s Director of Global Fixed Income and Credit talks with FundFire at a recent conference. Berlin said he sees institutional investors of all stripes evaluating their fixed income strategies with many turning to private debt.

FEG Private Investors, LLC, an affiliate of Fund Evaluation Group, LLC (FEG), announced the final closing of its fourth private capital fund of funds, FEG Private Opportunities Fund IV, L.P. (the Fund) on December 31, 2018.

FEG’s CIO Greg Dowling is quoted in a Nonprofit News 2019 Investment Outlook. 

FEG’s Christian Busken is quoted in a Bloomberg article on real assets within an endowment model.