Buyer's Guide
Fund Evaluation Group, LLC (FEG)
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business-lines.
| Year entered into OCIO business | 2003 |
| Number of relationship managers/sales people | 15 |
| Number of portfolio managers | 7 |
| OCIO percentage of total firm revenue | 35% |
| AUM full discretion | $2.889B |
| Number of full discretionary clients | 107 |
Discretionary assets by fund type
| Defined Benefit | $436M |
| 401(k), 403(b), other DC | $4M |
| Endowments/Foundations | $2.178M |
| Health Care Pools* | $68M |
| Other | $205M |
| *Board designated, funded depreciation. | |