Institutional Consulting

Bringing together values-based principles and a strong focus on risk-adjusted performance, GuideStone Investment Services is committed to providing you with a broad range of investment strategies to help meet the financial goals of your organization.

Investment Philosophy

The investment philosophy of GuideStone Capital Management, adviser to the GuideStone Funds, is as follows: We believe attractive risk-adjusted returns can be achieved through a long-term, fundamental approach that identifies best-in-class managers and allocates capital among them — all while remaining committed to Christian values. 

Learn more about GuideStone's values
Active
Active portfolio management via a manager-of-managers investment approach adds value over a full market cycle.
Intentional
Broad diversification and an emphasis on intentional risk produces attractive risk-adjusted returns.
Christian
Innovative and competitive investment options can be created that align with Christian values.

Investment Approach

GuideStone leverages its investment philosophy to establish a disciplined, multi-step investment process.
Portfolio Construction

Manager selection 

In-depth due diligence is performed through rigorous qualitative and quantitative assessments on each investment manager, portfolio management team and investment strategy. This allows us to develop a short list of managers and strategies that align with targeted Fund characteristics and, ultimately, select what we believe to be best-in-class managers for inclusion in the Fund. While both qualitative and quantitative research is integral to this process, qualitative factors account for 80% of our manager selection decision-making process.

Manager Optimization

Optimization is a key step in the investment process. GuideStone conducts numerous simulations – analyzing various manager combinations across historical time periods – to evaluate hypothetical Fund performance and characteristics against established objectives and risk/return targets. In addition, it is critically important to anticipate how various manager composites may perform into the future – holdings-based analytics as well as risk-factor decomposition assist in this determination. The resulting target manager weightings are optimized in alignment with the Fund’s established risk/return profile, with the goal of enhancing risk-adjusted returns for investors.

Ongoing Management

Qualitative

  • Implementation of investment process
  • Adherence to investment process
  • Compliance with investment mandate
  • Onsite due diligence visits

Quantitative

  • Alignment with risk/return expectations
  • Validation of target allocations
  • Relevance of investment approach in current market environment
  • Evaluation of performance, team structure and current market conditions with each manager

Investment Objectives

Define Investment Objective

  • Establish the Fund’s purpose, objective and structure
  • Define the Fund’s investable universe
  • Determine allowable securities and exposures
  • Establish investment suitability and principal investment strategies
  • Finalize the Fund's benchmark

Identify Risk/Return Profile

  • Identify potential risks across the investable universe
  • Understand the absolute risk of both the Fund and its benchmark
  • Define the desired characteristics of relative risk versus the Fund’s benchmark
  • Establish reasonable return expectations for the Fund

 

 

Contact Us

For more information, please reach out to Bret Curlee by emailing Bret.Curlee@GuideStone.org , calling (214)720-1198 or completing the form below.

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Disclaimer: This website is for informational purposes only and does not constitute an offer, solicitation or recommendation to sell or an offer to buy any securities, investment products or investment advisory services. GSIS relies on an exemption from registration with the Securities and Exchange Commission as an investment adviser pursuant to Section 203(b)(4) of the Investment Advisers Act of 1940, as amended, and provides investment advisory services exclusively to “charitable organizations” as defined in Section 3(c)(10) of the Investment Company Act of 1940, as amended.