BEC manages two families of diversified investment portfolios, including our endowment-style Global Portfolios and our recently-launched Traditional Portfolios. Each BEC Portfolio is designed to provide a different risk/return profile to meet the unique investment objectives and risk tolerance of an individual client. The portfolios are constructed around a long-term strategic asset allocation strategy using a diverse basket of ETFs that provide targeted global exposure to equities, fixed income, and liquid alternative assets. Each portfolio is managed with the objective to maximize after-tax, after-fee investment returns while actively managing risk by using a tactical asset allocation approach to optimize exposure by asset class, geography, sector and market capitalization. Important attributes of BEC portfolios include:
Our BEC Global Portfolios offer exposure to four primary asset classes: domestic equity, international equity, global fixed income, and liquid alternatives. All of our portfolios are diversified across asset classes, geographies, market capitalizations, industry sectors, and style, and our exposure to each primary asset class is governed by strict policy ranges.
| Domestic Equity | 35-65 % |
| International Equity | 25-60 % |
| Liquid Alternatives | 0-15 % |
| Assets Classes | 3 |
| Sub-sectors | 15 |
| ETF holdings | 15-25 |
| Domestic Equity | 30-60 % |
| International Equity | 20-60 % |
| Global Fixed Income | 10-30 % |
| Liquid Alternatives | 0-15 % |
| Assets Classes | 4 |
| Sub-sectors | 22 |
| ETF holdings | 20-35 |
| Domestic Equity | 20-50% |
| International Equity | 15-45% |
| Global Fixed Income | 20-40% |
| Liquid Alternatives | 0-15% |
| Assets Classes | 4 |
| Sub-sectors | 22 |
| ETF holdings | 20-35 |
| Domestic Equity | 10-40% |
| International Equity | 10-35% |
| Global Fixed Income | 40-70% |
| Liquid Alternatives | 0-15% |
| Assets Classes | 4 |
| Sub-sectors | 22 |
| ETF holdings | 20-35 |
Our BEC Traditional Portfolios offer exposure to three primary asset classes: domestic equity, international equity, and domestic fixed income. All of our portfolios are diversified across asset classes, geographies, market capitalizations, industry sectors, and style, and our exposure to each primary asset class is governed by strict policy ranges.
| Domestic Equity | 60-90% |
| International Equity | 10-30% |
| Assets Classes | 2 |
| Sub-sectors | 12 |
| ETF holdings | 12-20 |
| Domestic Equity | 50-80% |
| International Equity | 10-25% |
| Domestic Fixed Income | 10-30% |
| Assets Classes | 3 |
| Sub-sectors | 18 |
| ETF holdings | 15-25 |
| Domestic Equity | 35-70% |
| International Equity | 5-20% |
| Domestic Fixed Income | 20-50% |
| Assets Classes | 3 |
| Sub-sectors | 18 |
| ETF holdings | 15-25 |
| Domestic Equity | 30-50% |
| International Equity | 5-15% |
| Domestic Fixed Income | 40-60% |
| Assets Classes | 3 |
| Sub-sectors | 18 |
| ETF holdings | 15-25 |
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804-673-7401
804-477-8705
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