FEG Investment Advisors Releases 2024 Community Foundation Survey Results

Press Release | June 14, 2024

FEG Investment Advisors (FEG) announced on June 12 the release of the results from the FEG 2024 Community Foundation Survey, an annual survey of more than 100 U.S. community foundations representing more than $40 billion in assets under advisement.1 The 2024 survey covered relevant perspectives on timely topics such as asset allocation, spending policy, responsive investing, diverse asset managers, donor development and investment governance. 

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Consultant Hires Nonprofit Senior V.P.

Fin News | April 17, 2024

FEG Investment Advisors has hired Mary Jane Bobyock as a senior V.P. and advisor to work with its nonprofit clients, the firm announced.

Bobyock helps provide investment advisory services for endowments, foundations and other nonprofit institutions and is based in the firm’s main offices in Cincinnati, the announcement showed.

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Consultant Hosts Annual Hockey Classic With Intent To Make Connections, Support Local Nonprofit

Fin News | April 17, 2024

What started out as a friendly game of hockey between employees and investment managers has turned into a two-day networking benefit for one investment consultant, focused on making industry connections while supporting a good cause.

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New FEG Advisor MJ Bobyock to serve Foundations, Endowments, and Nonprofit Institutions Nationwide

FundFire | April 12, 2024

The addition of Mary Jane (MJ) Bobyock is building on FEG’s more than 35 years of experience in managing successful, long-term investment programs.

MJ is based in Cincinnati and joins FEG after 11+ years at SEI as Managing Director, Strategic Advice for Nonprofit Clients, where she was a significant contributor to SEI's nonprofit thought leadership and social media publications.

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FEG Investment Advisors Expands Capabilities with New Advisor MJ Bobyock

Press Release | April 10, 2024

FEG Investment Advisors (FEG), headquartered in Cincinnati, OH, recently announced that Mary Jane (MJ) Bobyock has joined the firm as a Senior Vice President Advisor based out of the Cincinnati, OH office.

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Alan Lenahan Featured on Bosses to Watch 2024

Cincinnati Business Courier | January 19, 2024

Some of the most prominent organizations in the region named new leaders, and the Cincinnati Business Courier curated a list of 30 who they believe will be influential in the new year and beyond.

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Christian Busken Comments on Fossil-Fuel Sectors for Institutional Investors

Wall Street Journal | January 17, 2024

Breakwall Capital, a new private-capital firm founded by three former Riverstone Holdings fund managers, expects to raise a roughly $500 million clean energy-focused fund while continuing to invest in the traditional oil-and-gas sector through a separate vehicle backed by commodity trader Vitol Group.

"A recovery from a pandemic-driven slump in global oil prices, combined with increased capital discipline among producers, is attracting some investors back to the sector. But, it remains difficult to raise capital to invest in oil and gas," said FEG Director of Real Assets Christian Busken.

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Quincy Brown Comments on Diversity Efforts within the Asset Management Industry

Fund Fire | January 22, 2024

FEG Managing Director of Institutional Services Quincy Brown comments on new study from Segal Marco Advisors that depicts limited growth in diverse hiring.

"I would expect managers to continue their programs that they made promises to begin in 2020 - I just don't think you'll see headlines related to it," he said.

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Alan Lenahan Takes Over at FEG, One of Cincinnati's Largest Investment Firms

Cincinnati Business Courier | January 17, 2024

Fund Evaluation Group, one of Cincinnati's largest investment advisory firms, has a new CEO. Alan Lenahan became CEO January 1 after previous President & CEO Becky Wood. Wood retired Dec 31 after having worked at FEG for nearly 32 years.

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Donors and Volunteers Keep Holiday Tradition Alive

Working in Neighborhoods | January 5, 2024

FEG was proud to support Working In Neighborhood's (WIN) annual transformation into Santa's Workshop. The celebration was founded by community leader and beloved neighbor Marilyn Evans more than 20 years ago.

WIN's Giving Tuesday online toy drive provided 363 toys for the event, many from the gracious donations of FEG team members.

FEG Vice President and Controller Trena Mains reflects, "When we met the WIN staff this past summer during a volunteer day, we were so impressed with how gracious, kind, and genuinely appreciative they were of our help. We knew immediately they would be the perfect organization for FEG to support during the holidays."

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Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

The information in the articles is from various sources. Neither the information or any opinion expressed in any of the articles constitutes an offer, or an invitation to make an offer, to buy or sell any securities. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information is provided as of the date indicated and believed to be reliable. FEG assumes no obligation to update the information, or to advise on further developments relating to any article or the information referenced within.

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Delyse Lawless

Delyse Lawless
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