A Positive Impact through Values-based Investing

Putting what matters most to you at the front of everything we do.

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.

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What is Values-based 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 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 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.

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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:

Overall philosophy and approach to responsible and impact investing

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

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

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

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

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

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

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.