Beacon Pointe Executes Fourth-Quarter Portfolio Trades
El Camino Real Charter High DistrictSchool · Woodland Hills, CA- Document date
- Sep 30, 2026
The 30-second brief
Beacon Pointe executed discretionary fourth-quarter trades for El Camino Real Charter High School's OPEB and general asset portfolios on November 2, 2026. The trades reduced equity exposure and increased fixed-income allocations to align the portfolios with risk-neutral targets.
Beacon Pointe holds this financial services contract with El Camino Real Charter High District. Its other public contracts on record include work for El Camino Real Charter High and San Francisco State University.
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Contract details
- Contract type
- Financial Services
- Document date
- September 30, 2026
- Vendor
- Beacon Pointe
- Source document
- El Camino Real Charter High School Report Third Quarter 2026 2026-09-30 (Report)
Beacon Pointe's other public contracts
More El Camino Real Charter High District contracts
Questions about this contract
Who was awarded the financial services contract by El Camino Real Charter High District?
Beacon Pointe was awarded this financial services contract by El Camino Real Charter High District, as recorded on September 30, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in El Camino Real Charter High School Report Third Quarter 2026 2026-09-30 (Report), dated September 30, 2026 from El Camino Real Charter High District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Beacon Pointe hold?
Beacon Pointe may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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