News
FEG Investment Advisors Builds Dallas Office with New Advisor Stephen P. Haines
FEG Investment Advisors (FEG), headquartered in Cincinnati, OH, recently announced that Stephen P. Haines has joined the firm as an Advisor in the Dallas, TX office.
Philanthrophy Ohio's Magazine Features Market Commentary from Nolan Bean
FEG is a member of Philanthropy Ohio, a statewide membership organization for institutional foundations and endowments. As a professional partner, we regularly provide continuing education, tools, and investment knowledge to board and staff members of grant makers across the state.
In this article, FEG Investment Advisors offers market insights, suggesting foundations review their investment policy statements, focusing on strategic asset allocation and their capacity to embrace illiquid investments.
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."
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.
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."
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.
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.
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.
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.
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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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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