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Tag: OCIO Advisor

Protecting Your Investments from Inflation

Posted on Jan 4, 2022, by

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 […]

Local Investment Committee Determines Financial Strategy

Posted on Jul 22, 2021, by

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 […]

Investing and 2020: Three things we learned

Posted on Apr 1, 2021, by

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 […]

What is the Community Foundation’s Investment Approach?

Posted on Jan 19, 2021, by

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 […]