Feg

Fund Evaluation Group, LLC (FEG) is a registered investment adviser established in 1988, specializing in providing discretionary and non-discretionary investment advisory services primarily to institutional clients. FEG aims to enhance investment returns through globally diverse portfolios. As of December 31, 2022, FEG manages approximately $17 billion in assets under advisement. The firm offers services such as investment consulting, asset allocation studies, manager searches, and performance reports. FEG's investment philosophy focuses on independence, ardency, prudence, and alignment. The firm conducts thorough manager selection processes based on conviction, consistency, pragmatism, culture, risk control, and active return. FEG's investment strategies are designed to achieve consistent returns and manage risk effectively. The firm's review process includes performance measurement, risk assessment, and peer group comparisons. FEG's fee structure varies based on the service type, with fees generally ranging from 12 to 1.5 basis points for consulting services and 30 basis points for managed portfolios. FEG discloses potential conflicts of interest, such as affiliations with related entities and compensation for client referrals. The firm does not participate in soft dollar arrangements and has no disciplinary events to report. FEG's custody practices involve direct debiting of fees and limited instances of holding client funds. Clients have the option to grant FEG voting authority for mutual funds and ETFs. FEG's proxy voting policy prioritizes the best interests of clients. The firm does not have financial commitments impairing its ability to meet client obligations. For more detailed financial information, clients can request additional documentation from FEG's Chief Compliance Officer.