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The Loop

Stay in The Loop. Find out what's
happening in the Fox Valley Region
through the Community Foundation.

Introducing our new investment approach

We’re pleased to introduce our new Outsourced Chief Investment Officer (OCIO) Fund Evaluation Group (FEG) Investment Advisors. As of March 1, 2020, the Community Foundation for the Fox Valley Region’s investment strategy is managed by FEG, whose advisors are working with our volunteer investment committee members, who are local experts in investment and finance. 

With our new OCIO approach, we set the investment policy and strategic direction to ensure that performance meets or exceeds expectations. FEG performs the research, hires the investment managers and has discretion to make the portfolio decisions real-time without the delays in decision-making that can be common for endowments.  

Our move to the more nimble OCIO model pays dividends, especially during highly volatile markets like we’ve experienced recently when timing can make all the difference. We’re seeing firsthand why FEG is so highly regarded nationally, and were pleased to have their talented team working hard for our Fox Valley region.   

We had hoped you could meet our FEG investment advisors in person, but to keep everyone safer at home, we’re excited to introduce them to you through a video presentation. 

Please watch our 20minute video to learn how our strategic partnership and investment strategy will preserve and grow capital, helping to ensure your charitable assets benefit the community now and for generations to come.

Why FEG? 

Following months of study and a request for proposals process, your Investment Committee and Board of Directors made the decision late in 2019 to engage an Outsourced Chief Investment Officer to manage investments for the Foundation.  

We selected FEG as our OCIO partner due to its strong and extensive institutional experience. FEG works with more than 40 community foundations across the nation, and 90% of the firm’s OCIO institutional clients are nonprofits. FEG has over $65 billion under advisement, and consistently outperforms financial benchmarks. FEG’s expertise will help provide the financial footing necessary to support our philanthropic mission.  

Short on time? Catch up with these two video shorts from our president and CEO Curt Detjen and Greg Pawlak, board member and Investment Committee Chairman:

Our commitment remains!

We prudently invest charitable funds so they may strengthen the community for current and future generations, carrying out the wishes of generous people and businesses to impact their communities and make a difference in the lives of others.  

The Community Foundation’s investment strategy is designed to preserve and grow capital, helping to ensure that donors’ charitable assets benefit the community now and for generations to come. Portfolios embrace diversification and active management. This strategic approach helps guard against short-term market swings while still providing the opportunity for long-term gains. Learn more on our Community Foundation Prudent Investing page.

For more information, please contact Steve Veldhorst, chief financial officer for the Community Foundation by email or by calling him at 920.702.7630.

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