Fund Evaluation Group Expands Research Solutions Business with Investment Advisory Firms and Multi-Family Offices

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Fund Evaluation Group, LLC (FEG) adds Legacy Trust Family Wealth Offices and Quadrant Family Wealth Advisors to the growing list of family office and wealth management clients that partner with FEG for research solutions.

“Partnering with wealth managers, advisors, and multi-family offices is a natural fit for FEG,” says Alan Lenahan, Head of Research Services.

Fund Evaluation Group, LLC (FEG) adds Legacy Trust Family Wealth Offices and Quadrant Family Wealth Advisors to the growing list of family office and wealth management clients that partner with FEG for research solutions.

“Partnering with wealth managers, advisors, and multi-family offices is a natural fit for FEG,” says Alan Lenahan, Head of Research Services at FEG. “We have provided capital markets research, asset allocation advice, and manager research to institutions for decades. Bringing these capabilities to financial advisors, wealth managers and family offices has been a strategic initiative of the firm."

Prompted by increasing requests for help with research, FEG expanded its research solutions offering at the end of 2014. Since then, requests continue to grow from financial advisors, family offices, banks, insurance firms, and other intermediaries to have FEG provide research services.

"Our timing was prescient as there has been recent dissatisfaction with research providers and client performance,” says Lenahan. "We have purposely developed an understanding of the needs, wants and objectives of wealth managers, advisors, and multi-family offices to design a solution that may help them achieve better results for their clients. Just as with our institutional clients, we serve as an extension of their internal research office.”

FEG Research Services offers capital markets research, asset allocation, and manager research, as well as an interactive relationship with FEG thought leaders. Custom solutions are also available for alternatives including hedge fund and private capital engagements.

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About Fund Evaluation Group, LLC: Fund Evaluation Group, LLC (FEG) provides investment consulting, portfolio management, and research services to clients nationwide. Established in 1988, the independently-owned firm has approximately $50 billion in total client assets under advisement. FEG service lines include FEG Consulting, which provides traditional, non-discretionary investment consulting services to institutions; FEG Managed Solutions, which provides outsourced CIO and discretionary portfolio management services for institutions and financial intermediaries; and FEG Research, which provides traditional and alternative strategies’ investment manager research, due diligence and monitoring. For more information, visit http://www.feg.com.

Disclosures: Assets under Advisement (AUA) are shown as of December 31, 2015. AUA include the assets of FEG and its affiliated entities. Some asset values may not be readily available at the most recent quarter end, therefore the previous quarter's values were used for this calculation. The values may be higher or lower, depending on the current market conditions. These accounts are typically non-discretionary only. Assets under Advisement includes both discretionary assets , over which FEG has full trading authority, and non-discretionary assets which we advise and make recommendations on, but may not have authority to execute or facilitate trades on behalf of the client. AUA includes approximately $46 billion in non-discretionary assets. AUM includes approximately $2.7 billion under discretion and approximately $854 million under discretion in FEG affiliates.

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