News

Decarbonization Is the New Divestment as Company Disclosures Increase: OCIOs

Although divestment may have been a popular practice just a few years ago, decarbonization is now OCIOs main recommendation as they seek to help clients make an impact.

FEG Senior Vice President Tim O'Donnell says, "[C]arbon reduction, we view, as not necessarily just an evolution of fossil fuel exclusion because we're not saying that fossil fuel exclusion is a bad path ... what we're saying is that today, we have multiple paths that we can travel."

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Southern University Approves Private Equity Secondaries Commitment

FEG CIO and Head of Portfolio Management, Nolan Bean, provided detail towards the FEG-recommended University of Alabama System $20 million commitment to Timber Bay Fund III, managed by Timber Bay Partners.

"I think this should be a fairly target-rich environment for their strategy ... It's very much a value-oriented defensive strategy building in downside protection and they've demonstrated an ability to execute that," said Bean.

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Consultants Consider Expanding Fixed Income Recommendations

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

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

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

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

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

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

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

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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