News
FEG’s Community Foundation Survey Reveals Mission-Aligned Investing Continues To Grow
FEG Investment Advisors’ 2025 Community Foundation Survey, featured in Nonprofit News, offers a compelling snapshot of how U.S. community foundations are reshaping their investment strategies. Drawing insights from 113 foundations managing over $41 billion in assets,1 the survey reveals a continued rise in values-aligned investing—now embraced by 59% of respondents, up from just 16% in 2017. It also highlights growing momentum toward private capital and early AI adoption, with 20% of foundations integrating AI into their operations. These insights reinforce FEG’s commitment to equipping community foundations with data-driven guidance to align their investments with their missions.
1Assets under advisement were self reported by respondents as of September 30, 2024.
Community Foundations to Increase Private Markets Allocations at Slower Pace
FEG’s 10th annual Community Foundation Survey is featured in Pensions & Investments. The comprehensive survey, which includes insights from 113 community foundations managing $41 billion in assets,1 reveals that 29% of respondents plan to boost their private investment allocations. This marks the highest interest in any asset class, although to a lesser extent compared to the previous year due to less favorable returns and heightened competition for capital.
1Assets under advisement were self reported by respondents as of September 30, 2024.
FEG Investment Advisors Releases 10th Annual Community Foundation Survey Findings
FEG Investment Advisors (FEG), an independent and employee-owned investment advisory firm, is proud to announce the release of its 10th annual FEG Community Foundation Survey findings, featuring a record-breaking 113 U.S. community foundation participants representing more than $41 billion in assets under advisement.1 It establishes year-over-year benchmarks on the evolution to outsourced CIO services and trends in asset allocation and investment governance.
Nolan Bean, Chief Investment Officer, Discusses University Endowment Strategies Amid Federal Funding Concerns
Nolan Bean, CIO, highlights how federal funding cuts and potential taxes on university endowments are prompting institutions to reassess their liquidity strategies. Bean notes, “To shore up liquidity, endowments may need to issue debt or draw more from the endowments.” He emphasizes the importance of helping clients evaluate whether increased spending rates are sustainable and how such decisions could affect long-term portfolio performance.
USA Hockey Highlights FEG's Hockey Classic Benefiting the Cincinnati IceBreakers
FEG Investment Advisors was honored to host the seventh annual Hockey Classic, benefiting the Cincinnati IceBreakers, a sled hockey organization founded in 2007. Initially struggling with resources, the IceBreakers now benefit from substantial donations raised through the Hockey Classic, which has evolved into a major event featuring former NHL players and celebrities. These donations have allowed the IceBreakers to extend their practice season, upgrade equipment, and cover travel expenses, fostering the growth of both the youth and adult teams. The IceBreakers are set to compete in the 2025 USA Hockey Sled National Championships, highlighting their success and ongoing efforts to support sled hockey in Ohio.
Greg Dowling, Chief Investment Officer, Comments on How Elite Universities Are Drumming Up Cash
Greg Dowling, CIO, notes that while most universities are not panicking, they are taking proactive measures to prepare for potential financial challenges. This includes raising funds through bond issuances and reviewing their investment portfolios to ensure they have sufficient cash reserves. Dowling emphasizes that these steps are being taken as a precaution against the uncertainties and potential financial impacts of the administration's policies on federal funding for universities.
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.
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.
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.
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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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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