Higher Education

As a results-driven firm, we aim to serve our clients—clients who are amplifying generational impact and deserve an exceptional investment experience. With 35+ years acting as a fiduciary to institutional clients, FEG empowers university boards and committees with the confidence that they are choosing a reliable investment partner. Utilizing our well-rounded and resourced investment team, we are equipped to deliver a sound portfolio structure that has the potential to generate exceptional results. 

*All higher education statistics as of 12/31/2023. Updated annually. 

FEG recognizes the hurdles facing higher education, including escalating expenses, diminishing enrollments, and revenues. For more than three decades we have been steadfast partners to educational institutions, offering Outsourced CIO and traditional investment consulting services that fortify investment portfolios and amplify impact on campuses nationwide. In an ever-changing academic environment, FEG is poised to work alongside your team, enhancing engagement with donors and students, and delivering insights on pertinent issues and regulations.

Navigate unpredictable markets and evolving education ecosystems with FEG, including:

⮞ Investment governance

⮞ Spending policy

⮞ Impact of enrollment trends 

⮞ Impact of state regulations on investment trends (i.e. ESG, DEI, and Global Investing)

⮞ Portfolio construction and management liquidity modeling

⮞ Coordinating and management of donor gifts and fund administrative needs

⮞ Starting and managing student investment funds

FEG is a proud partner and supporter of several nonprofit industry communities which colleges and universities are a part of, including:

*Logos are representative of groups we partner with (but not limited to).