Most investment strategies make money when the market is going up – that’s easy. The great strategies, however, are those…
Investing & Markets
“Safeguard 2015: Macroeconomic and Cybersecurity Outlook” was full of intriguing, applicable information – lots of note taking occurred! With so…
When an institutional investor considers the role of a fiduciary with their strategic partners, specifically those managing their endowments, it…
Mike Breller, Managing Director of the Beacon Pointe Institutional Consulting Group, spoke on one of the highly attended panel discussions covering Alternative Investments and their utilization in diversified portfolios…
Doug Allison, CFA and Beacon Pointe Advisors Senior Managing Director, and Jonathan Acosta, Vice President, recently sat down with PIMCO investment professionals to discuss specific issues that may have an impact on the global economy over the cyclical horizon…
Beacon Pointe Advisors utilizes a proprietary performance evaluation model, which allows us to filter the vast universe of investment managers and narrow it down to a focused group of strong candidates for further due diligence. Our analysis utilizes a long-term horizon, defined as two full market cycles. At present, our typical time-frame for evaluating managers’ track records is…
People donate to causes they care about. It’s human nature. An emotional connection is one of the most important factors when cultivating donors. That is why it is important to…
The global financial crisis is still fresh in the minds of real estate investors. The days of constant appreciation and reward without risk are long gone. The question posed by many these days is…
An Investment Policy Statement is a document that outlines the key elements of an Endowment or Foundation’s long-term objectives. Applying careful attention to three critical elements during the process of formulating and establishing this document will promote the ultimate realization of goals and continued success. Here are the three critical elements of an IPS…