May is “Putting Investors First Month”

The month of May has been nominated as “Putting Investors First Month” by the CFA Institute, and Governor Nathan Deal declared this week “Putting Investors First Week” in Georgia. As part of their campaign, the CFA Institute has detailed a list of rights for investors called the Statement of Investor Rights.

Active v. Passive Investing: The True Fight Night

On Saturday May 2nd, millions of viewers tuned in to watch Floyd Mayweather and Manny Pacquiao duke it out in the boxing ring. While many were left disappointed at what had been billed as the “fight of the century,” Jason Zweig of the Wall Street Journal contends that the real heavyweight match of the year took place not in the ring but on the stage of the Grant’s investment conference. The players: James Grant and John Bogle. The topic: active v. passive investing.

With financial advisers, always follow the money

President Obama made headlines recently when he announced sweeping reform plans for the financial industry. In short the issue of fiduciary standards of care is at the heart of the President’s message. In the investment world, there are two primary standard of care levels: suitability and fiduciary. Suitability is the standard of care to which registered […]

The Importance of Investment Discipline

To borrow from Jim Rohn, “discipline is the bridge between goals and accomplishment.” This statement rings especially true in investing. As Balentine Chief Investment Officer Adrian Cronje told the Atlanta Business Chronicle, when markets experience volatility, such as during the third quarter of 2014, it brings both opportunity and risk. The opportunity lies in the […]

CalPERS hedge fund universe

Don’t Jump on the Bandwagon: What the CalPERS Decision To Eliminate Hedge Funds Really Means

Last month, CalPERS, the largest public pension fund in the U.S., made the decision to eliminate hedge funds from its portfolio. “We are always examining the portfolio to ensure that we are efficiently and cost-effectively achieving our risk-adjusted return goals,” said Ted Eliopoulos, CalPERS Chief Investment Officer, in a press release on September 15. “Hedge […]

The Flash Boys Frenzy

High Frequency Trading has been in the headlines for much of the spring. In response to this maelstrom, David Damiani, Balentine’s Director of Risk Management and Implementation, discusses Balentine’s approach to implementation and how it differs from the processes currently being highlighted in the media. At a recent charity event, I tried to bid on […]

What’s in a Name? Suitability v. Fiduciary Standards of Care

More than four years ago, the partners of Balentine formed our firm with the goal of managing our clients’ investments the way we wanted our own money managed: free of conflict, proprietary products and undisclosed fees. In short, we wanted to serve as fiduciaries for clients and steward their assets in the most transparent manner […]