News
Alan Lenahan Takes Over at FEG, One of Cincinnati's Largest Investment Firms
Fund Evaluation Group, one of Cincinnati's largest investment advisory firms, has a new CEO. Alan Lenahan became CEO January 1 after previous President & CEO Becky Wood. Wood retired Dec 31 after having worked at FEG for nearly 32 years.
Donors and Volunteers Keep Holiday Tradition Alive
FEG was proud to support Working In Neighborhood's (WIN) annual transformation into Santa's Workshop. The celebration was founded by community leader and beloved neighbor Marilyn Evans more than 20 years ago.
WIN's Giving Tuesday online toy drive provided 363 toys for the event, many from the gracious donations of FEG team members.
FEG Vice President and Controller Trena Mains reflects, "When we met the WIN staff this past summer during a volunteer day, we were so impressed with how gracious, kind, and genuinely appreciative they were of our help. We knew immediately they would be the perfect organization for FEG to support during the holidays."
Infrastructure Faces Test as Fundraising, Performance Stall in '23
Investors in the space still appear positive on the asset class, which leans heavily on energy transition and decarbonization investment themes.
"Energy transition investments and renewable energy have been bright spots for the asset class, even though last year presented challenges for some assets, such as offshore wind projects cancelled because they no longer met investor return requirements," said FEG Senior Vice President and Director of Real Assets Christian Busken.
Nonprofit New Special Report 2024: Traditional Investments Outlook
2023 was supposed to be a down year for foundations and endowments with a potentially recessionary environment, however, equity and bond returns came out in the green, thanks in part to strong fourth quarters, leaving investors and allocators with a more optimistic outlook for their portfolios entering 2024.
FEG Chief Investment Officer and Head of Research Greg Dowling gave perspective and said 2024 will be about inflation and the Fed's reaction to inflation.
Consultants' New Year Advice: Get Active in '24
Investment consultants are encouraging institutional investors to embrace actively managed strategies in 2024, particularly for fixed income allocations.
FEG Chief Investment Officer and Head of Research Greg Dowling weighs in on the conversation and the comparison of passive and active management strategies in 2024, "If the magnificent seven continue to dominate the stock market, passive management could show stronger returns."
FEG Investment Advisors Expands Leadership Team
FEG Investment Advisors (FEG) an independent, employee-owned, investment advisory firm, announced that effective January 1, 2024, advisor Kathryn Mawer and advisor Quincy Brown will join the FEG Leadership team.
Institutional Investors Consider Plays in Sports Investing
There's an increasing interest amongst institutional investors to invest in sports. College sports may be next on their radars.
Minority ownership in sports teams has been a growing interest, specifically within the strategy of family offices, said FEG CIO Greg Dowling.
FEG Employees Share Gratitude in November
During the month of November (National Gratitude Month), we took the time to express our gratitude. We are delighted to share these various reflections from our FEG staff with you.
Alts Hamper Endowment's Fiscal Returns
College & university endowments chalked up single-digit positive returns for the latest fiscal year, ended June 30. Private markets dragged down the performance of some of the largest endowments.
Brookfield's Huge GP Commitment Gains Notice, But Sparks Questions
Brookfield Asset Management contributed more than 25% of the funds to the recently closed $12 billion flagship global private equity fund. The $3.5 billion is a remarkable cash injection offering strong alignment to other institutional investors allocating to the vehicle.
Christian Busken, SVP, Director of Real Assets at FEG Investment Advisors notes that, "Brookfield’s mega-sized commitment 'demonstrates a high level of conviction.'"
DISCLOSURES
Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.
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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