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The Right Information for Decision-Making

Balentine Chief Investment Officer, Adrian Cronje recently participated in a CIO roundtable for The Journal of the CFA Society of the UK. In this roundtable for the Professional Investor section, Adrian and other CIOs from venerable institutions discussed strategies for getting the right information for effective decision-making.

From how to separate reliable information from the rest of the “noise,” to best practices when performing investment analyses in uncertain times, Adrian Cronje shares his best thinking for focusing on issues you can control and measuring what matters.

As Adrian explains in the piece, “While exercising patience, it is important to focus on what you can control in this volatile investment climate. What you can control is the amount of risk you take, the liquidity levels in portfolios, spending and distributions you allow from your portfolio, the attitude you take toward rebalancing (agnostic calendar driven or more opportunistic?), the cost and fees and taxes you pay to implement and finally what and how you communicate with clients.”

Click here to view the full CIO roundtable interview from the Spring 2012 issue of The Journal of the CFA Society of the UK, courtesy of www.cfauk.org.

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