News
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.
DISCLOSURES
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.
