Portfolio Characteristics

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:


  • Global, multi-asset investment strategy
  • Designed to meet fiduciary standards
  • Reduced portfolio volatility
  • Improved portfolio transparency
  • Full portfolio liquidity
  • Daily performance reporting
  • Tax efficiency/Low turnover
  • Low all-in investment cost
  • Separate account implementation

BEC Global Portfolios

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.

Global Equity Policy Ranges

Domestic Equity %
International Equity %
Liquid Alternatives %

Assets Classes
Sub-sectors
ETF holdings

Global Growth Policy Ranges

Domestic Equity %
International Equity %
Global Fixed Income %
Liquid Alternatives %

Assets Classes
Sub-sectors
ETF holdings

Global Balanced Policy Ranges

Domestic Equity%
International Equity%
Global Fixed Income%
Liquid Alternatives%

Assets Classes
Sub-sectors
ETF holdings

Global Growth & Income Policy Ranges

Domestic Equity%
International Equity%
Global Fixed Income%
Liquid Alternatives%

Assets Classes
Sub-sectors
ETF holdings

BEC Traditional Portfolios

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.

Traditional Equity Policy Ranges

Domestic Equity%
International Equity%

Assets Classes
Sub-sectors
ETF holdings

Traditional Growth Policy Ranges

Domestic Equity%
International Equity%
Domestic Fixed Income%

Assets Classes
Sub-sectors
ETF holdings

Traditional Balanced Policy Ranges

Domestic Equity%
International Equity%
Domestic Fixed Income%

Assets Classes
Sub-sectors
ETF holdings

Traditional Growth & Income Policy Ranges

Domestic Equity%
International Equity%
Domestic Fixed Income%

Assets Classes
Sub-sectors
ETF holdings
.