News

Scale Tops Inst’l Investor Checklists for Hiring Managers

Institutions listed poor performance as the main reason for firing a manager, a new survey finds.

Scale is likely most sought out for fixed income mandates, where its benefits are more apparent, said Nolan Bean, CIO and head of portfolio management and FEG Investment Advisors. However, each strategy is different, and institutions should remain wary of just flocking to the largest managers, he said. "If you get too big, you get bloated, and you can't drive results," Bean said.

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Cautious Optimism: A Discussion On Markets, Diversity Initiatives

Quincy Brown, FEG Managing Di­rector, was featured on the July Issue of Emerging Manager Monthly for a Q&A session on markets and diversity initiatives.

Quincy Brown notes, "Near-term, we are cautiously optimistic, given that the latter half of election year returns tend to be solid, corporate earnings are strong, and overall economic conditions remain stable. These condi­tions have endured despite the persistence of geopolitical conflicts and tensions, inflation and subsequent Fed responses increasing speculative tendencies, and valuations remaining high in U.S. (large cap) equities." 

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Community Foundations Show Increased Interest

Community foundations are looking to increase their allocations to private markets investments, a new survey finds.

FEG Investment Advisors’ 2024 Community Foundation Survey found that 43% of community foundations plan to increase their allocation to private investments this year, which comes at a time when the average allocation to private investments among participating community foundations increased to 9% from 7.1% last year.

Disclosure
The Community Foundations data is obtained from the proprietary FEG 2024 Community Foundation Survey. The study includes a survey of 107 U.S. Community Foundations. The survey was open for responses online from January 16 - March 8, 2024. Participants did not pay to be included in the survey. Participants also had the option to complete as a word document and email the results back to FEG. The data from this survey was grouped into between five and seven categories based on assets of the community foundation with assets ranging from less than $25 million to greater than $1 billion. The information in this study is based on the responses provided by the participants and is meant for illustration and educational purposes only.

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FEG Investment Advisors Releases 2024 Community Foundation Survey Results

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.

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

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

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

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

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

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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