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.
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.
Qualitative
Quantitative
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.
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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.