A Positive Impact through Values-based Investing
Impact investments are made with the intention to generate measurable social and environmental impact in addition to a financial return, and Beacon Pointe has extensive experience in this field.
What is Values-based Investing?
Socially-Responsible Investing

Socially-Responsible Investing (SRI) is defined by negative and/or positive screening and shareholder advocacy. SRI investors deliberately seek funds that screen out investments in tobacco, weapons, animal testing, petroleum industries, etc.

Sustainable Investing

Sustainable Investing is characterized by investors seeking to invest in companies that demonstrate socially-responsible behavior or practices. This operational impact is classified as Environmental, Social and Governance (ESG) practices.

Impact Investing

Impact Investing incorporates SRI and ESG factors and is a directed approach used to address a particular goal of the client.

A Socially Responsible Investment Approach

Beacon Pointe assists clients with determining what matters most to them and then develops a personal SRI Investment Policy Statement that reflects these passions. The advisory team then creates a customized portfolio for each client, choosing specific mission-related equity, fixed income and alternative strategies from Beacon Pointe’s extensive menu of impact investing options. Clients have access to a full range of vehicles, including:

Separately Managed Accounts

Private Placements

Mutual Funds and ETFs

Beacon Pointe minimizes costs and maximizes efficiency while enabling clients to accomplish their goals. This is done by paying careful attention to the process of establishing the portfolio structure and recognizing the paramount importance of social guidelines and restrictions.

Many Beacon Pointe clients are committed to socially responsible and impact investing, and the Beacon Pointe advisory team works to express these values in client investment policy statements and portfolios.
How Beacon Pointe Evaluates Strategies

In addition to meeting Beacon Pointe’s strict quantitative and qualitative evaluation criteria, responsible and impact investment manager candidates are asked to complete additional due diligence, including an in-depth review of:

1 Icon

Overall philosophy and approach to responsible and impact investing

Focus Icon

Firm-wide resources dedicated to the responsible investing effort and related strategies

Computer Analysis Icon

Information  sources and analytical tools used in the team’s ESG and SRI research

idea icon

Relative  importance of exclusionary and inclusionary screens during the idea generation process

Analysis Icon

Values-based considerations in portfolio construction, buy and sell disciplines, and risk guidelines

Chart icon

Ability to customize client portfolios to meet specific social objectives and restrictions

Handshake icon

Approach to shareholder activism and proxy voting, level of industry and community involvement

Binocular Icon

Thought leadership in the area of responsible investing, published research on related topics

Beacon Pointe will work to articulate impact investing goals and create a strategy that is consistent with client objectives. In implementing and monitoring this strategy, Beacon Pointe will constantly search for new ways to express client values.
Recent Posts
Pointe of View
Beacon ‘Pointe of View’ – A Market Update June 2022
A tumultuous May for markets ended almost exactly where it started in equities with the S&P 500 up 0.2% for the month. May saw volatility surge then recover as debates rage around inflation, the Federal Reserve’s plan to subdue it, and the impact on the economy...

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...