We provide investment consulting, independent research, and an outsourced-CIO solution to university endowments, public and private foundations, corporate and public retirement plans, banks, insurance companies, and nonprofit organizations.


We provide managed portfolios and alternative investment strategies to help you provide high quality investment solutions to your clients.


Market Commentary: Fourth Quarter
The U.S. dollar strengthened in the fourth quarter of 2014—as well as for the year—placing downward pressure on U.S. investors’ international holdings. This combined with the price of oil collapsing and the relative strength of the U.S. stock market has prompted some investors to question whether the widely held belief that portfolios should be broadly diversified in order to maximize the probability of achieving long-term performance goals should still be applied.

FEG Insight: 2014 FEG Investment Forum
On September 23–24 Fund Evaluation Group, LLC (FEG) welcomed more than 500 attendees to the sixth FEG Investment Forum, Game On: Producing Results in an Unpredictable World. Held in downtown Cincinnati, the Forum featured six primary speakers who shared their insights on achieving results in an unpredictable economic environment. Primary Forum speakers covered a broad range of topics spanning invesment, economic, and philanthropic issues.

The Portfolio Whiteboard Project
The Portfolio Whiteboard Project brought together the next generation of institutional investment leaders with asset managers to define an asset allocation model for the future. Institutions need to go back to the drawing board, but not for the reasons we originally believed.

FEG Insight: Diversifying Strategies
On June 25, 2013, Fund Evaluation Group, LLC (FEG) hosted a lunch event in Nashville to discuss a risk-based approach towards building “diversifying strategies” portfolios.

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Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 04/28/2014