Stephen Marshall of Wilshire Associates Joins Beacon Pointe
May 23, 2017
Beacon Pointe adds Director to their Research Team expanding asset allocation efforts. Newport Beach, California – May 15, 2017…
Institutional Insights
Explore institutional insights and perspectives directly from our Institutional Consulting Group, offering thoughtful analysis across markets, strategy, and governance.
Defying Disruption, The Key: Transparency
April 11, 2017
Beacon Pointe’s Institutional Consultants recently attended the 2017 CICA (Captive Insurance Companies Association) conference held in San Diego (March 12…
A Guide to Sustainable and Responsible Investing
March 13, 2017
[vc_row][vc_column][vc_column_text css=””] Many companies want to make a lasting impact, not only with the services and products they sell, but…
The Brain & the Bond Market – Annual Beacon Pointe Investment Forum Highlights
February 27, 2017
Beacon Pointe’s Sixth Annual Investment Forum THE BRAIN & THE BOND MARKET Thank you to those who were able to…
Non-Profit Grant Seeking
September 26, 2016
Grant seeking is an essential component of non-profit fundraising, often comprising the greatest contribution to a charitable organization's bottom line.…
What Does a Fiduciary Duty Really Mean?
August 24, 2016
With the recent ruling by the Department of Labor (DOL), there is more focus on the importance of being a…
The Role of a Fiduciary
May 22, 2015
[vc_row][vc_column][vc_column_text css=””] When an institutional investor considers the role of a fiduciary with their strategic partners, specifically those managing their…
Quarterly Performance: March Madness!
March 19, 2014
It’s March, and that means March Madness. It’s the time of year when thousands of people vie to fill out…
Spending Policies for Endowments and Public Foundations
March 4, 2013
A good Spending Policy must strike the proper balance between providing consistent income for the organization’s charitable mission and insuring…