Fund Evalutation Group Recognized as Top OCIO Firm by AICIO Magazine

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Fund Evaluation Group, LLC (FEG) was recognized by Chief Investment Officer as one of three asset management finalists in the category of Investment Outsourcing

Fund Evaluation Group, LLC (FEG) was recognized by Chief Investment Officer as one of three asset management finalists in the category of Investment Outsourcing.[1] The nomination recognizes the best in institutional investing. The winner will be announced as part of Chief Investment Officer’s seventh annual innovation gala, to be held on December 12, 2016 in NYC.

“We are honored by this recognition, and we pay tribute to our many OCIO clients who have entrusted us as partners in investment and growth of their portfolios,” FEG managing principal Gary R. Price, Head of FEG’s Investment Solutions, said. “With the majority of our clients in the nonprofit sector, we are especially proud to be partnering in the stewardship of critical investments that fund their meaningful missions.”

Price, who founded FEG’s OCIO division 13 years ago, said the faith of FEG’s OCIO clients has allowed the firm to grow and strengthen its OCIO operations with dedicated advisors and investment resources.

Industry research anticipates continued growth in the OCIO sector [2], as smaller clients favor the benefits of outsourcing, including an investment approach with more discipline, continuity, and accountability. “Research indicates continued growth for OCIO, as clients realize the benefits of hiring an outsourced investment team and back office, versus dedicating greater internal resources to build their own team,” Kathryn E. Mawer, CFA, FEG’s leading expert on the OCIO industry, said.

Price said, “We will continue to provide expand our OCIO expertise and resources to meet the growing client needs.”

For more information on FEG’s OCIO services, go to http://www.feg.com.

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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 service lines include FEG Consulting, which provides traditional, non-discretionary investment consulting services to institutions; FEG OCIO, which provides outsourced CIO and discretionary portfolio management services for institutions; FEG Research Services, which provides traditional and alternative investment manager research, due diligence, and monitoring; and FEG Managed Portfolios, which provides a series of turnkey portfolios for financial intermediaries. For more information, visit http://www.feg.com.

1. http://www.ai-cio.com/cioevents/awards.aspx?id=2147495901
2. http://www.ai-cio.com/2016-Outsourced-Chief-Investment-Officer-Survey/

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