Beacon Trust’s equity investment process is a unique combination of mathematics, computer science, and professional management. The firm manages a Core portfolio and a core International portfolio, each with a deep rooted value-orientation. Each strategy employs proprietary multifactor models with strict manager-driven criteria for stock selection. Equally important to the investment process are portfolio construction, risk management, and the firm’s trading strategy. The multifactor models, developed in-house, are based on academic research, industry best practices, and analytics derived from the holdings of successful investors.
The multifactor models provide a significant information advantage by automating many analytical processes including calculating potential buys and sells as well as balancing portfolio construction and risk measures for the management team to assess. Each potential change to a portfolio undergoes a rigorous process including a security and portfolio level risk assessment and the measurement of the impact of turnover.
The portfolios offer institutions precision style exposure and are offered exclusively as separate accounts allowing for customization.