[PDF] FEG INVESTMENT ADVISORS INTRODUCTION TO FEG



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INTRODUCTION TO FEG

FEG INVESTMENT ADVISORS

SPRING 2021

Confidential - Not for Redistribution©2021 Fund Evaluation Group, LLC 2

FEG INVESTMENT ADVISORS

ASSETS UNDER

ADVISEMENT

1 $73.8 BILLION

“FEG's 100%

employee -owned ownership structure allows us to act independently and focus on providing outstanding service to our clients." -Rebecca Wood,

FEG's President and CEO

NONPROFIT

INSTITUTIONAL

CLIENTS

2 87%

AlldataasofDecember31,2020.

1 intermediary 2

EMPLOYEE OWNED

100%
Confidential -Not for Redistribution3©2021 Fund Evaluation Group, LLC

OUR CULTURE

DIVERSITY, EQUITY & INCLUSION ARE A

CORE PART OF OUR CULTURE

*Since January 2017, when FEG began tracking such demographic information. Data as of September 30, 2020. Full

-time and part-time employees included. Note: new female hires who are also persons of color are only counted within the Person of Color segment.

RESPECT

Appreciation for teammates' work

Appreciation for teammates' differences in ideas and perspective Feeling a personal connection to our collective work for clients

EXCELLENCE

Merit-based culture built on curiosity, diligence, and humility

Develop creative, innovative ideas

Willingness to challenge each other in an open-minded way

60%70%40%

30%

C-SUITELEADERSHIP TEAM

SENIOR STAFF

Female

Male 47%

39%14%

W Female

W Male

Person of Color

FULL -TIME NEW HIRES* Confidential -Not for Redistribution4©2021 Fund Evaluation Group, LLC

CONSULTINGRESEARCH SERVICESFEG OCIO

Level of DiscretionNondiscretionary.Nondiscretionary.Discretionary; fully outsourced partnership.

Trustee/Staff Expertise

Trustees and staff have investment

expertise and resources.Trustees and staff have focused investment expertise and resources.Trustees and staff need additional investment

expertise and resources.

Involvement in

Investments

Client wants active involvement in entire

investment process; recommendations and best practices shared by FEG.Clients want active involvement and partnership throughout the processClient wants involvement in high-level policy decisions; day-to-day implementation and monitoring is managed by FEG.

Back Office Capabilities

Option to include robust back-office

support.Option to include, more robust partnership with Research team. Includes full back-office support.

SUITE OF SERVICE OFFERINGS

Confidential -Not for Redistribution5©2021 Fund Evaluation Group, LLC

INVESTMENT APPROACH

ASSET ALLOCATIONMANAGER ALPHAMISSION ALIGNMENTPRIVATE CAPITAL

ACCESSFEE ALIGNMENT

The main driver of overall

investment performance, we collaborate to select the optimal starting point for your unique

organization.We recommend managers for inclusion in portfolios based upon our assessment of their quality, talent, and their potential to outperform their passive benchmarks.We utilize our deep resources to secure capacity with investment managers that are sought after and have demonstrated a clear investment edge.

Customization within the

portfolio with a manager line-up that meets your values-investing goals, including managers with diverse qualities.Pay for alpha, not beta - we use our network, relationships, and scale to negotiate and align the fees you pay to managers.

In a lower expected return environment, adding value at any and every opportunity will be necessary to meet our client's objectives and improve the

long-term outcome. FEG focuses on the following areas to add value.

DISCLOSURES

Confidential -Not for Redistribution7©2021 Fund Evaluation Group, LLC

DISCLOSURES

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