How We Help

What You Can Expect

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  • Off-quarter meetings, as needs arise
  • Online access to your password-protected portal
  • Hard copies of all performance reports
  • Topical subject matter content and market updates

Your Beacon Pointe Consultants

Can and will participate in the following meetings:

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Quarterly
Board Meetings

Quarterly
Finance/Investment
Committee Meetings

Client and
Donor Educational
Meetings and Events

 

 

Overview of Services

Our team understands the balance that must be established between providing liquidity for spending or liability needs, minimizing risk and realizing long-term portfolio growth.

We do this while upholding our fiduciary duty, keeping your mission and objectives as our sole navigational beacon. We assist our institutional clients with the following:

 

  • Meeting spending requirements
  • Assessing current portfolio construction
  • Developing or reviewing Investment Policy Statements (IPS)
  • Quantitative Asset Allocation planning
  • Qualitative investment implementation
  • Manager fund search and evaluation
  • Implementing Impact (SRI/ESG) investment mandates (if applicable)
  • Quantitative and Qualitative performance measurement
  • Client and donor education, fundraising, and best practices

Beacon Pointe’s OCIO Model

Our philosophy is that Outsourced Chief Investment Officer (OCIO) functionalities are not one-size-fits-all. Each organization has its own way of doing things and our team is flexible and willingly embraces various approaches.

We have the capacity and expertise to take on fiduciary and discretionary responsibilities. But, we also realize that there are some processes in which clients like to be involved. Whatever the combination, our Institutional Consulting Services Team will customize your Committee’s experience.

Development and/or review of your investment/spending policies

Check_mark_blueDiscretionary (Outsourced CIO)

Check_mark_blueNon-Discretionary (Client Directed)

Creation of a custom asset allocation plan

Check_mark_blueDiscretionary (Outsourced CIO)

Check_mark_blueNon-Discretionary (Client Directed)

Custodial search and evaluation

Check_mark_blueDiscretionary (Outsourced CIO)

Check_mark_blueNon-Discretionary (Client Directed)

Implementing the initial transition of your assets

Check_mark_blueDiscretionary (Outsourced CIO)

Recommendation and selection of investment managers

Check_mark_blueDiscretionary (Outsourced CIO)

Check_mark_blueNon-Discretionary (Client Directed)

Hiring or terminating investment managers for approved asset classes

Check_mark_blueDiscretionary (Outsourced CIO)

Tactically over- or under-weighting asset classes given stated ranges in the IPS

Check_mark_blueDiscretionary (Outsourced CIO)

Ongoing trading, rebalancing and paperwork completion

Check_mark_blueDiscretionary (Outsourced CIO)

On-going oversight and evaluation of investment managers

Check_mark_blueDiscretionary (Outsourced CIO)

Check_mark_blueNon-Discretionary (Client Directed)

Reporting provided including secure, on-line access

Check_mark_blueDiscretionary (Outsourced CIO)

Check_mark_blueNon-Discretionary (Client Directed)

 

 

If your organization would like to partner with Beacon Pointe’s Institutional Consulting Services Group, email us and we’ll be in touch shortly.

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