The Driving Force in 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 results.
Higher Education Clients
Assets under Advisement
Average Tenure for Higher Education Clients
*All higher education statistics as of 12/31/2023. Updated annually.
Customized Investment Solutions
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
Talk to a Higher Education Professional
Talk to a Higher Education Expert
Premier Access to Higher Education Advisors
As our largest client segment, the education sector benefits from access to an extensive network of like-minded organizations. This network provides clients with a range of best practices and opportunities, including:
➤ Peer benchmarking
➤ Considerations for public v. private universities
➤ Access to unique investment opportunities
➤ Impact of State Regulations on Investment Trends (i.e. ESG, DEI, and Global Investing)
➤ Starting and Managing Student Investment Funds
FEG Partners
FEG is a proud partner and supporter of several nonprofit industry communities which colleges and universities are a part of, including:
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*Logos are representative of groups we partner with (but not limited to).
INSIGHTS
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Recent Insights for Higher Education
FEG Insights on Higher Education
Recap from FEG’s 2023 Investment Forum captures several emerging trends in fundraising and enrollment.
Navigating the OCIO Landscape
Higher education clients have seen a trend towards an OCIO investment model. Learn if this service may be right for your organization.
RFP Essentials
There are many considerations before selecting an investment advisor. Read our five essential questions before issuing a Request for Proposal (RFP).
Disclosures
As of December 31, 2023. Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used, and may be higher or lower depending on current market conditions. Of the $77.7bn in assets under advisement, FEG's total assets under management (AUM) of $13.6bn includes discretionary ($11.7bn) and non-discretionary AUM ($1.9n)