Derek Courts
AVP, Institutional Portfolio Analyst at Fund Evaluation Group, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FEG Investment Advisors | AVP, Institutional Portfolio Analyst | Sep 2024 to Present | — |
| Kroger | Senior Manager, Pension Investment and Strategy | Jul 2018 to Sep 2024 | — |
| TouchPoint® Wealth Partners | Investment Manager | Oct 2017 to Jul 2018 | — |
| Kroger | Investment Manager | Jul 2016 to Oct 2017 | — |
| Kroger | Investment Analyst | Sep 2012 to Jul 2016 | — |
| Kroger | Internal Auditor | Jun 2009 to Sep 2012 | — |
Education
University of Kentucky
Bachelor of Business Administration (BBA), Finance and Economics
2005 — 2009
Skills & Expertise
Others at Fund Evaluation Group, LLC (25)
| Name | Role | Location |
|---|---|---|
B Bobby Blue | Vice President, Portfolio Construction | Cincinnati, OH , United States |
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 |
| 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Brandon Plumb | Portfolio Manager | Johnson Investment Counsel Inc. | Cleveland, OH , United States |
C Charles Rinehart | Chief Investment Officer, Principal | Johnson Investment Counsel Inc. | Cincinnati, OH , United States |
| Client Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Sr. Portfolio Manager | Mai Capital Management | Cincinnati, OH , United States | |
| Portfolio Manager, Director | Mai Capital Management | Boston, MA , United States |