The Skill of Active Management

June 26, 2017 — Find out why Balentine typically choose to be passive in efficient asset classes, and how we decide whether active management may be more appropriate.

Creative Solutions in a Returns-Challenged World: Private Capital

A key theme in Balentine’s 2016 Capital Markets Forecast is that public market returns face strong headwinds going forward. Valuations in equities and bonds are near all-time highs which create difficulties for clients who seek real return. It is therefore Balentine’s job to bridge this gap, taking intentional risks in portfolios to smartly increase the expected return for clients. One way Balentine aims to achieve this is through a diverse allocation to private capital.

Creative Solutions in a Returns-Challenged World: Reinsurance

Reinsurance is a risk transfer service for insurance companies. When insurance companies write enough policies to become concentrated in one area or they need to write more policies to keep the relationships they have, they will engage a reinsurance firm.

What is Goals-Based Investing?

While iPhone apps, SMART goals (Specific, Measurable, Attainable, Realistic and Timely) and other tools help with keeping resolutions, research shows that between 62-88% of resolutions fail. How can one attempt to avoid this grim reality?