Adrian Cronje, Chief Investment Officer of Balentine, was a featured guest on “Executive Talk Radio.” In this lively segment, Adrian discusses how the investment landscape has changed over thelast 5 years, the effect of the 24/7 news cycle and social media on the investment world, and the importance of a long-term approach to investing.
“When we opened our doors in 2010, there was a dearth of independent investment firms and a crisis of confidence among investors, prompting many to lament the lack of objective investment advice,” Balentine, chairman and CEO, said in a statement.
In our Market Notebook, we often share information when we make policy changes, explaining the What (the allocation change), the When and the Why (the reasons behind the rebalance), but we have never explained the How: the behind the scenes mechanics that go into an allocation change. Though Balentine is not a Broker Dealer, each time a policy change is enacted, portfolio implementation considerations play a central role. Implementation is one of the key components of investment management and though often overlooked or misunderstood, implementation has important implications for our clients’ portfolios.
In this video podcast, Brittain Prigge, Balentine’s Director of the Client Relationship Team and a member of our Management Committee, shares three tips for helping women build a better, more productive relationship with their investment advisor in order to take more ownership of their financial situation.
Adrian Cronje, Balentine’s Chief Investment Officer, recently talked with Michelle Bova from FactSet about the failures of traditional asset management following the financial crisis of 2007.
One clear message from our 2011 Capital Market Forecasts, is that it’s going to be difficult to achieve annualized real rates of return in excess of 4% from a well diversified portfolio of traditional asset classes from today’s starting point. In other words, investors need to do more than simply buying and holding a traditional mix of stocks and bonds to bridge the gap between what is possible and what is required.
The major hurdles still facing Atlanta’s financial industry start with the macro issues the entire developed world is facing: slower economic growth, concerns over the prospect of near-term deflation and longer term resurgent inflation, a lack of fiscal discipline on the part of governments, and the continued effects of deleveraging in both the public and private sectors.
The outsourced CIO combines the best of the traditional consultant (objective, conflict-free advice) with the best of the investment manager (the ability to quickly implement insights and accountability for the results).
Much public debate about Dodd-Frank and subsequent media coverage have focused on its broad policy and structural implications for banks, including, for example, stricter capital and leverage requirements and limitations on proprietary trading, and on its consumer protection provisions. However, the act also has significant implications for firms and individual participants in the investment business.