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Community Foundations Increasing Private Market Allocations, Responsible Investing Adoption: FEG

Fin | News | June 6, 2023

Investment advisory firm Fund Evaluation Group’s 2023 Community Foundation Survey finds increased interest and adoption of private investments, including hedge funds, and while the 70% equities/30% bonds strategic framework remains the “norm,” a “modest” increase in defensive strategies and portfolio diversifiers has been seen.

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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.

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Delyse Lawless

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