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Derek Courts

Derek Courts

AVP, Institutional Portfolio Analyst at Fund Evaluation Group, LLC

Cincinnati, OH , United States

About

Derek Courts is currently AVP, Institutional Portfolio Analyst at FEG Investment Advisors, based in Cincinnati, Ohio. In this role, he is responsible for supporting institutional client portfolios, with a focus on portfolio analytics, strategy development, and implementing asset allocation and manager research processes for institutional investors, such as endowments, foundations, healthcare organizations, and retirement plans. Drawing on FEG’s extensive research methodology, he works across a broad range of asset classes, including global equities, fixed income, credit, real assets, and diversifying strategies.

Prior to joining FEG in September 2024, Derek served as Senior Manager, Pension Investment and Strategy at Kroger, where he managed the pension investment portfolio and contributed to long-term asset allocation and risk management strategies (2018–2024). He also held the position of Investment Manager at TouchPoint® Wealth Partners, gaining experience in wealth management and multi-asset portfolio oversight. His expertise spans both institutional and private client portfolio construction, risk assessment, and investment strategy development.

Derek holds a Bachelor of Business Administration in Finance and Economics from the University of Kentucky. Throughout his career, he has been recognized for his analytical rigor in evaluating investment managers and for contributing to the design of multi-asset portfolios tailored to institutional needs, with particular strengths in quantitative analysis and strategy execution in varied market environments.

Career History

OrganizationRoleDate RangeDetails
FEG Investment AdvisorsAVP, Institutional Portfolio AnalystSep 2024 to Present
KrogerSenior Manager, Pension Investment and StrategyJul 2018 to Sep 2024
TouchPoint® Wealth PartnersInvestment ManagerOct 2017 to Jul 2018
KrogerInvestment ManagerJul 2016 to Oct 2017
KrogerInvestment AnalystSep 2012 to Jul 2016
KrogerInternal AuditorJun 2009 to Sep 2012

Education

University of Kentucky

Bachelor of Business Administration (BBA), Finance and Economics

2005 2009

Skills & Expertise

Microsoft Excel
Customer Service
Leadership
Financial Analysis
Portfolio Management
Management
PowerPoint
Microsoft Office
Pensions

Others at Fund Evaluation Group, LLC (25)

NameRoleLocation
B
Bobby Blue
Vice President, Portfolio ConstructionCincinnati, OH , United States
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
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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