FEG News and Media

December 7, 2018

Press Release

FEG President and CEO Becky Wood recognized among world's most influential investment consultants

FEG Investment Advisors announced that President and CEO Rebecca (Becky) S. Wood, was named one of the top investment consultants in the industry by Chief Investment Officer magazine.

November 19, 2018

Press Release

FEG CEO Scott B. Harsh to step down, Rebecca Wood named next president and CEO

FEG Investment Advisors, one of the largest investment consulting firms in the U.S.,1 today announced that after 28 years with the firm, President and CEO Scott B. Harsh is stepping down at the end of the year.

September 12, 2018

Chief Investment Officer

CIO Announced Becky Wood as 2018 Innovation Awards Finalist

Chief Investment Officer announces Innovation Award finalists, which include FEG's Becky Wood for consulting. For the ninth consecutive year, CIO is announcing its short list of the most innovative asset owners and asset managers. Nominated by a network of their peers who represent more than $1.8 trillion in assets under management, the brightest and most forward-looking asset owners have made it onto the 2018 short list for CIO’s Innovation Awards. 

June 29, 2018

Institutional Investor

Institutional Investor named FEG's Gregory Dowling as 2018 top Hedge Fund Consultant

Institutional Investor named Institutional Investor has named the 2018 top hedge fund managers and investors. FEG's Chief Investment Officer, Gregory Dowling, CFA, CAIA was awarded the Hedge Fund Consultant of the Year. 

June 20, 2018

Cincinnati Business Courier

Largest Greater Cincinnati Money Management Firms

Cincinnati Business Courier named FEG as one of the largest money managers in the Greater Cincinnati as of June 1, 2018. The article requires a login to view.

March 27, 2018

Nonprofit News

FEG Creates Investment Advisory Board

Investment consultant Fund Evaluation Group has formed an investment advisory board to further strengthen the firm’s depth of institutional knowledge. Article requires a login to view.

March 16, 2018

Press Release

FEG Grows Institutional Insight Through Formation of Investment Advisory Board

FEG, one of the largest independent, investment consulting firms in the U.S.[1], bolsters the company’s depth of institutional knowledge through the formation of an investment advisory board.  The board will provide long-term strategic advice on investments and industry trends.

December 20, 2017

Press Release

FEG Celebrates 30th Anniversary

FEG, one of the largest investment consultants in the U.S.1, is proud to announce January 2018 will mark 30 years of business for the Cincinnati-based independent, investment advisory firm.

September 20, 2017

Press Release

Fund Evaluation Group Broadens Its Equity Ownership

Fund Evaluation Group (FEG), one of the largest independent, full-service investment consulting firms in the U.S.1, was sold to its employees by means of an employee stock ownership plan (ESOP) last Friday. All current managing principals will remain fully engaged in the business, and are excited to more broadly distribute the equity ownership among firm employees.

August 17, 2017

Press Release

FEG Forum to focus on helping institutional investors navigate the ups and downs of market cycles

Fund Evaluation Group, LLC (FEG) will host their Investment Forum in Cincinnati Ohio, August 28 – 30, 2017. This year's forum, titled "Carousel of Change: Navigating the Ups and Downs of Market Cycles" will feature leading industry minds providing attendees with insight on how to navigate the market’s cycles and predict potential trends.

July 31, 2017

Press Release

FEG's Nolan Bean Recognized Among World's Most Influential Investment Consultants

Fund Evaluation Group, LLC, (FEG), a leading investment advisory firm, announced that head of institutional investments, Nolan M. Bean, CFA, CAIA, was recently named one of the top 10 institutional investment consultants in the business by Chief Investment Officer (CIO) magazine.

July 16, 2017

Fox Business

Christian Busken quoted: From $2 Billion to Zero: A Private-Equity Fund Goes Bust in the Oil Patch

A $2 billion private-equity fund that borrowed heavily to buy oil and gas wells before energy prices plunged is now worth essentially nothing, an unusual debacle that is wiping out investments by major pensions, endowments and charitable foundations.

July 7, 2017

Chief Investment Officer

FEG's Nolan Bean: CIO's Most Influential Investment Consultants

Each year, CIO builds a list of the industry’s top knowledge brokers. These are the people tasked with identifying the best investment managers and financial firms, as well as how to put them all together in a portfolio that will perform well.

April 27, 2017

Institutional Investor

Announcing the Allocator Finalists for Institutional Investor's Hedge Fund Industry Awards

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.

March 6, 2017

Cincinnati Business Courier

Cincinnati Investment Firm Raises $200 million fund

A Cincinnati investment firm has raised a nearly-$200 million fund that’s one of the city’s biggest investment funds.

February 7, 2017

Wall Street Journal

Tiger Hedge Funds Become Wall Street Prey

Chief Investment Officer Gregory Dowling is quoted discussing Director of Real Assets Christian Busken is quoted discussing hedge funds. 

December 12, 2016

Press Release

FEG Recognized as Top OCIO Firm

Fund Evaluation Group, LLC (FEG) was recognized by Chief Investment Officer as one of three asset management finalists in the category of Investment Outsourcing.1 The nomination recognizes the best in institutional investing. The winner will be announced as part of Chief Investment Officer’s seventh annual innovation gala, to be held on December 12, 2016 in NYC.

December 1, 2016

Pensions & Investments

Fund Evaluation Group buys Larry Thompson & Associates

Fund Evaluation Group acquired Dallas-based investment consulting firm Larry Thompson & Associates, said Scott B. Harsh, FEG president and CEO.

December 1, 2016

Cincinnati Business Courier

Huge Cincinnati Investment Consulting Firm Just Expanded with Acquisition

Huge Cincinnati-based investment consulting firm Fund Evaluation Group just got even bigger by acquiring a Dallas investment consultant.

December 1, 2016

Press Release

Fund Evaluation Group Announces Acquisition of Dallas-Based Larry Thompson & Associates

Fund Evaluation Group, LLC (FEG) announced the acquisition of Larry Thompson & Associates, Inc. (LT&A), a nearly 24-year-old independent investment consulting firm based in Dallas, Texas.

November 22, 2016

Press Release

Fund Evaluation Group's Nolan Bean Recognized Among World's Most Influential Investment Consultants

Fund Evaluation Group, LLC, (FEG), a leading investment advisory firm, announced that head of institutional investments, Nolan M. Bean, CFA, CAIA, was recently named one of the top 10 institutional investment consultants in the business by Chief Investment Officer (CIO) magazine.

October 4, 2016

Press Release

Fund Evaluation Group Expands Hedged Strategies Research Team

Fund Evaluation Group, LLC (FEG) is pleased to announce that Sean McChesney and Steve Thieme, CFA have joined the firm as Vice President / Hedged Strategies and Senior Research Analyst / Hedged Strategies, respectively.

September 27, 2016

CBOE

New Study Finds Russell 2000 Index Options Benchmarks and Options-Based Funds Less Volatile

CBOE and FEG announced findings from a study of four CBOE strategy performance benchmark indexes designed to track the performance of positions in Russell 2000 (RUT) index options, looking at various aspects of their performance over a 15-year period spanning 2001 through 2016. 

September 26, 2016

Wall Street Journal

Hedge Funds Take Another Punch to Gut

Chief Investment Officer Greg Dowling comments on hedge fund manager fees.

September 22, 2016

Chief Investment Officer

The 2016 Knowledge Brokers

Fund Evaluation Group Head of Institutional Investments Nolan Bean, CFA, CAIA is listed as one of the top knowledge brokers by CIO magazine.

August 31, 2016

Press Release

Fund Evaluation Group Releases the FEG 2016 Community Foundation Survey Results

Fund Evaluation Group, LLC (FEG) released the results from the FEG 2016 Community Foundation Survey, which investigated an array of investment and enterprise topics.  

August 15, 2016

Press Release

Michael A. Condon, CFA, Former University CIO, Joins Fund Evaluation Group, LLC

Fund Evaluation Group, LLC (FEG) announced on August 15, that Michael A. Condon, CFA has joined the firm as Senior Vice President, Outsourced Chief Investment Officer (OCIO), a new position created to enhance FEG’s OCIO offerings to Endowment and Foundation clients.

March 2, 2016

Press Release

Fund Evaluation Group Expands Research Solutions Business with Investment Advisory Firms and Multi-Family Offices

Fund Evaluation Group, LLC (FEG) adds Legacy Trust Family Wealth Offices and Quadrant Family Wealth Advisors to the growing list of family office and wealth management clients that partner with FEG for research solutions.

February 16, 2016

Press Release

Fund Evaluation Group Investment Forum to Focus on Meaningful Change through Mission, Vision, and Strategic Investing

Fund Evaluation Group, LLC (FEG) will host their Investment Forum in Cincinnati Ohio, March 21 – 23, 2016. This year's forum, titled"Revitalization: Meaningful Change through Mission, Vision, and Strategic Investing"will feature leading financial and strategic experts analyzing critical trends and emerging issues.