Bobby Blue
Vice President, Portfolio Construction at Fund Evaluation Group, LLC
About
Bobby Blue is Vice President, Portfolio Construction at Fund Evaluation Group, LLC, based in Cincinnati, Ohio. In this capacity, he leads portfolio construction efforts for institutional clients, typically focusing on asset allocation, manager selection, and risk management strategies tailored to endowments, foundations, healthcare organizations, and retirement plans. His work encompasses the evaluation and implementation of multi-asset portfolios with an emphasis on both traditional and alternative investment strategies.
Prior to joining Fund Evaluation Group, Bobby was Senior Analyst, Multi-Asset and Alternatives Manager Research at Morningstar (2018–2022), where he specialized in the due diligence and analysis of alternative investments, including hedge funds, private equity, and other diversifying strategies. He also served as Senior Data Research Analyst, Portfolio Analytics at Morningstar (2017–2018), developing expertise in portfolio analytics and research tools across a wide array of asset classes.
Bobby holds a Bachelor’s degree in Economics from the University of Cincinnati, providing a strong analytical foundation for his investment work. He is recognized for his technical skills in portfolio analytics and his deep knowledge of multi-asset and alternative investments, contributing to the design and implementation of advanced investment solutions for institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fund Evaluation Group, LLC | Vice President, Portfolio Construction | Oct 2022 to Present | — |
| Morningstar | Senior Analyst, Multi-Asset and Alternatives Manager Research | Aug 2018 to Oct 2022 | — |
| Morningstar | Senior Data Research Analyst, Portfolio Analytics | Jan 2017 to Aug 2018 | Led global project team to develop calculated Currency Exposure and Geosegment Exposure datapoints Led engagement efforts with asset management industry to set benchmarks for analytics around fixed-in... |
| Morningstar | Product Consultant | Jul 2016 to Jan 2017 | — |
Education
University of Cincinnati
Bachelor’s Degree, Economics
2011 — 2016
Skills & Expertise
Others at Fund Evaluation Group, LLC (25)
| Name | Role | Location |
|---|---|---|
B Brian Hooper | Research Analyst | Fairborn, OH , United States |
| Vice President - Research | Detroit, MI , United States | |
| Vice President - Research | Cincinnati, OH , United States | |
D David Mason | Research Analyst | Cincinnati, OH , United States |
| AVP, Institutional Portfolio Analyst | Cincinnati, OH , United States | |
| Institutional Portfolio Analyst | Cincinnati, OH , United States | |
| Managing Principal and CIO and Head of Research | Cincinnati, OH , United States | |
K Kevin James Conroy | Senior Research Analyst - Hedged Strategies | Cincinnati, OH , United States |
M Michael Franke | Vice President - Portfolio Manager | Cincinnati, OH , United States |
| Vice President and Portfolio Manager | Cincinnati, OH , United States |
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