FEG has dedicated significant resources towards talent, data, and technology to provide clients with actionable insights. Research offerings include capital markets research, asset allocation guidance, manager research, and due diligence across asset classes and global opportunities.
Outsourced Research Services is available to those who desire access to the research team without engaging in a consulting or OCIO relationship.
Research Philosophy
We use a six-tenet framework to develop a qualitative evaluation rating for all recommended investments based on:
1. Conviction
2. Consistency
3. Pragmatism
4. Investment Culture
5. Risk Control
6. Active Return
Research Process
Before an investment manager can be added to a recommended list, it is subjected to an in-depth process which includes quantitative evaluation, FEG Investment Policy Committee review and approval, and ongoing monitoring.
Access
FEG’s investment analysts and professionals are available for ongoing consultation with clients. Touchpoints include:
More than just a database solution, we perform extensive qualitative analysis and due diligence to ensure only select investment managers are added to our recommended list. Asset classes include:
Outsourced Research Service solutions range from traditional offerings such as capital markets research, asset allocation, and manager research to more specialized solutions, such as hedge fund and private capital due diligence.
Sounding Board
Interact directly with FEG’s Research team and gain easy access to research reports and position papers through your custom portal.
Implementation
We offer a range of implementation solutions, including:
Collaboration
We go beyond providing data points to truly collaborate with clients and understand your challenges so that we can develop solutions and serve as a partner for your firm’s investment research.
© 2021 Fund Evaluation Group, LLC | 201 East Fifth Street Suite 1600 | Cincinnati, OH 45202 | 513-977-4400 | information@feg.com
Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.