Consultants Consider Expanding Fixed Income Recommendations

FundFire | August 10, 2023

Consultants are optimistic about private credit and are assessing whether they can recommend longer-duration fixed income strategies as inflation and the threat of a recession cools. But some consultations remain cautious about equities. With interest rate hikes, inflation, and other moving parts, FEG CIO Greg Dowling says, "It's going to be very data-dependent, and... the data seems to surprise every week, every month."

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Volatile Raw Materials Supply Poses Risk for Energy Transition Funds

FundFire | August 2, 2023

Many renewable energy deals that infrastructure fund managers are targeting rely heavily on natural resources, and accessing those raw materials is becoming increasingly difficult and risky. Christian Busken, Senior Vice President, Director of Real Assets, says: Managers will face pushback over environment issues and concern over labor practices when they try to get projects permitted.

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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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Christian Busken Featured on Nareit's REIT Report Podcast

Nareit | May 10, 2023

Christian Busken, FEG Senior Vice President and Director of Real Assets, is featured on Nareit's REIT Report Podcast. In this interview, Christian shares his perspective on the likelihood of REITs becoming more attractive to private real estate funds. Busken also discusses the changing industry landscape as well as FEG's REIT strategy.

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Hines Launches Venture Lab With Sustainable Real Estate Focus

FundFire | March 29, 2023

Christian Busken, Senior Vice President, Director of Real Assets, says: The move could be challenging given the macroeconomic headwinds real estate is facing right now.

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Greg Dowling Quoted In The Latest Wall Street Journal Article

Wall Street Journal | March 23, 2023

Greg Dowling, FEG Head of Research & CIO, was mentioned in the latest Wall Street Journal article titled "Macro Hedge Funds Hit by Financial Turmoil".

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FEG Sponsors New Cincinnati Art Museum Exhibit

Cincinnati Art Museum | March 24, 2023

FEG Investment Advisors is proud to sponsor the new Cincinnati Art Museum exhibit Roberto Lugo: Hi-Def Archives.

The exhibit features ceramics from Roberto Lugo along with selections of the museum's Rookwood pottery collection. Roberto is a Philadelphia-based artist, educator, and poet. His ceramic works combine classic forms of pottery with hip-hop elements as he aims to carry on ceramic tradition in a manner that of which honors his community and cultural roots.

"I'm proud that FEG is a presenting sponsor of the event and bringing Roberto's work and a celebration of Cincinnati's craft history to the public," said Bill Goslee after attending the exhibit's opening.

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Institutional Investors Push for Bigger Say in Managers' Proxy Votes

FundFire | February 15, 2023

FEG Investment Advisors Senior Vice President Matt Veith discusses the Vatican Investment Guidelines: "While most Catholic institutions already had language in their investment policies in line with the guidelines, one new aspect for many of these institutions is additional due diligence on investment managers. Catholic institutions must assess a manager’s 'expertise and values for translating investment policy into faith-consistent decisions,' according to the Vatican’s standards."

"Catholic institutional clients have spoken to FEG about adding new language to their investment policies as it relates to 'dialoguing with companies via proxy voting to affect change' that is more consistent with the church’s guidelines, Veith said. But while these clients are only just beginning to give managers direction on proxy voting, some large institutions have been providing standards to their managers for some time."

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Fund Evaluation Group CEO Becky Wood Retiring; Alan Lenahan to Succeed

Cincinnati Business Courier | February 27, 2023

Alan Lenahan will become CEO of downtown-based Fund Evaluation Group, which operates as FEG Investment Advisors, on Jan. 1, 2024. Current CEO Becky Wood will retire at year-end. The move prompted several other changes at investment advisory and consulting firm FEG. Those include Bill Goslee being promoted to President Jan. 1, 2024. Wood will remain on the board and serve as board chair after she retires. Lenahan and Goslee are joining the board immediately.

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FEG President, CEO Becky Wood to Retire at End of 2023

Chief Investment Officer | February 27, 2023

Fund Evaluation Group LLC, also known as FEG Investment Advisors, an employee-owned investment advisory with $71 billion assets under advisement, announced that Becky Wood, its president and CEO, will retire at the end of 2023 after five years at the helm of the organization and more than three decades of service to the firm.

Current CIO Alan Lenahan will take over as CEO, while Bill Goslee, the current head of institutional services, will take over as president, both in 2024. Additionally, Nolan Bean was promoted from head of institutional investments to co-CIO, effective immediately, joining Greg Dowling.

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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.

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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Delyse Lawless

Delyse Lawless
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