Investing & Markets

SM Images (42)

Evaluating Investment Manager Performance

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…

Congrats 2020 (9)

Endowments and Foundations: 3 Elements of a Investment Policy

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…