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Bobby Blue

Vice President, Portfolio Construction at Fund Evaluation Group, LLC

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Fund Evaluation Group, LLCVice President, Portfolio ConstructionOct 2022 to Present
MorningstarSenior Analyst, Multi-Asset and Alternatives Manager ResearchAug 2018 to Oct 2022
MorningstarSenior Data Research Analyst, Portfolio AnalyticsJan 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...
MorningstarProduct ConsultantJul 2016 to Jan 2017

Education

University of Cincinnati

Bachelor’s Degree, Economics

2011 2016

Skills & Expertise

Microsoft Office
PowerPoint
Microsoft Excel
Data Analysis
Public Speaking
Economic Research
Data Mining
Business Analysis
Market Analysis
Leadership
Risk Management
Finance
Teamwork
SQL

Others at Fund Evaluation Group, LLC (25)

NameRoleLocation
B
Brian Hooper
Research AnalystFairborn, OH , United States
Cheryl Barker
Cheryl Barker
Vice President - ResearchDetroit, MI , United States
Christian Busken
Christian Busken
Vice President - ResearchCincinnati, OH , United States
D
David Mason
Research AnalystCincinnati, OH , United States
Derek Courts
Derek Courts
AVP, Institutional Portfolio AnalystCincinnati, OH , United States
Dominic Cittadino
Dominic Cittadino
Institutional Portfolio AnalystCincinnati, OH , United States
Gregory Dowling
Gregory Dowling
Managing Principal and CIO and Head of ResearchCincinnati, OH , United States
K
Kevin James Conroy
Senior Research Analyst - Hedged StrategiesCincinnati, OH , United States
M
Michael Franke
Vice President - Portfolio ManagerCincinnati, OH , United States
Michael O'Connor
Michael O'Connor
Vice President and Portfolio ManagerCincinnati, OH , United States
Showing 1-10 of 25 team members

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