Investing & Research

19 Mar: Focusing on Quarterly Performance is March Madness!

It’s March, and that means March Madness. It’s the time of year when thousands of people vie to fill out a perfect winning bracket that correctly predicts the victors of each Division I college basketball tournament game. Each team is “seeded,” or ranked, within its region. Lower-ranked teams are placed in a bracket against higher-ranked teams. A lot of thought can go into predicting which team will emerge victorious from each game. Hint: The higher-ranked team does not always win…

14 Mar: 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…

09 Jul: Is Your Board, Bored? Tips To Better Engage Your Greatest Asset – Your Board Members

You are the director of a non-profit organization. You have a well-articulated mission that details all of the amazing accomplishments you wish to attain within your organization and the community you serve. At the table you now sit across from a dozen or so bright and accomplished individuals with myriad capacities and potential contributions. You find yourself, however,…

04 Mar: Spending Policies for Endowments and Public Foundations

A good Spending Policy must strike the proper balance between providing consistent income for the organization’s charitable mission and insuring longevity of the investment portfolio for future income payments. It takes not only mission and budget analysis, but also a well constructed calculation method best suited for the institution’s specific needs….

25 Jan: Endowments and Foundations: Three Critical Elements of a Sound 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…