Touchstone Strategic Income Fund

Client: Former Belmark Alum

Description: We are testing the hypothesis whether there is significant relationship (statically speaking) between the Touchstone Strategic Income Fund and given indices.
Findings: The given indices do exhibit statistically significant influence on the Touchstone Strategic Income Fund Belmark asserts that the varying passing failing of the different indices might be due to changes in indices composition over time by fund managers in response to varying market oscillations.

Beloit, WI 10-Mile City: Understanding the Market

Client: Department of Economics & Beloit City Center Group

Description: This is a report through qualitative and quantitative analysis Belmark Associates sheds light on the currently elusive concept of a 10-mile radius Beloit city trade area. Through the use of survey data, focus group information, and geo-spatial locators this report gives a multi-layered approach in providing insight to the size and characteristics of the Beloit market.

Life and Financial Planning

Client: Department of Economics

Description: The Life and Financial Planning (LFP) survey polled opinion from outgoing college seniors. The survey spanned over two primary sections; the first, served as an indirect measure of students; financial literacy, and the other a direct measure of students’ financial literacy by asking them to perform certain mental calculations. The aim of the survey would aid in determining a structure of the LFP workshop.
Findings: Respondents knowledge can most frequently be classified as “poor.” Respondents report that a primary amount of that knowledge comes from home (learning from parents) and work (learning on the job), but not from the classroom. There was a general worry and fear in respect to future, indicating that seniors with loans and other personal liabilities may not be sufficiently aware of how to manage personal finances.

Beloit, WI Farmers Market Data Collection

Client: Department of Economics

Description: The Department of Economics hired Belmark Associates to count the number of people that attend the Beloit Farmers Market. Belmark Associates also designed and administered surveys at this event. The purpose of the survey was to find out how far people are traveling to attend the Farmers Market, what types of people attend, and what the best way to communicate to them is. This project will help the Downtown Beloit Association better understand one of its most popular events.

Renewable Energy Credits

Client: Global Infrastructure Asset Management LLC

Description: Belmark was approached by Global Infrastructure Asset Management LLC and asked to conduct market research on the renewable energy credits in eight different states in the United States. The research covered aspects such as the general background information about the renewable energy in the United States, legal compliance of the credits in each state, the current amount of credits in each state, each state’s benchmark, the components of the credits, and the future projection.

SAS Programming Language Conversion

Client: Department of Economics

Description: The Economics Department hired Belmark Associates to aid the Econometrics course in converting a collection of teaching materials written in Minitab to SAS programming language.>

Beloit, WI Local Demographic Information

Client: Department of Economics

Description: Belmark compiled, sorted, and visualized local Beloit demographic data related to public finance.