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
Beacon Pointe’s Investment Research Department is dedicated to keeping our clients informed on timely macroeconomic updates. Here you’ll find informative white papers on a wide variety of timely topical content.
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…
2016 Public Policy, Upcoming Elections, and a Macro Outlook for
February 18, 2016
For those that were able, we thank you for joining us! Highlights and key takeaways from Beacon Pointe's Annual Investment…
Safeguard 2015: Macroeconomic and Cybersecurity Outlook
June 9, 2015
“Safeguard 2015: Macroeconomic and Cybersecurity Outlook” was full of intriguing, applicable information – lots of note taking occurred! With so…
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…