Category: Investment News

2022 was a challenging year for financial markets, ending with stocks returning -18% and bonds returning -13%. Although diversifying into other asset categories, including commodities and infrastructure, helped dampen the impact of the negative returns, market investors found few places to generate positive returns. While FEG believes there may still be more volatility and negative […]

Did you know that the four-wheel drive was born in Clintonville, Wisconsin? The Four Wheel Drive (FWD)Foundation was formed in 1964 for the purpose of preserving the history of the invention of the first successful four-wheel drive vehicles in the world. The small machine shop located on the corner of Eleventh Street and Memorial Drive […]

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors What was your impression of 2020? I don’t know about you, but it seemed to me like “rolling with the punches” was the tagline for the entire year! Amid several critical macro-related events—hostile oil negotiations, the impact of COVID-19 on the global […]

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors One question I often hear from people when their community foundation switches to an Outsourced-Chief Investment Officer (OCIO) model is, “I understand that the OCIO manages my donation, but who manages the OCIO?” Great question! What you may not see at first […]

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors In the past inflation was expected to be approximately at the Federal Reserve’s target rate of 2%. And since the early 1980s, we have been close to that. But in October 2021, the consumer price index (CPI) leapt to 6.2%. The move […]

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors The Community Foundation supports donors, families and nonprofit agencies in their endeavor to make a permanent impact on the community through the use of a long-term approach called an endowment. The endowment accepts, holds and invests donations from charitable contributors for distribution […]