Balentine - The Art and Science of Investing

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Balentine provides timely performance reports on all assets your portfolio - even those assets not under direct advisement. Our true data aggregation provides you with a single source of performance information.
Time and dollar-weighted performance, both gross and net of fees. Time-weighted performance allows for an apples-to-apples comparison of different investments, while dollar-weighted performance provides a more accurate picture of actual spendable return.
A unique, "roll-up" report design provides the flexibility to analyze the performance of an individual investment, a specific asset class or your entire Balentine relationship.
Our emphasis on transparency is evident in providing you with risk-adjusted return analyses based on the principles of the Alpha-Star metric. This metric allows you to determine the value Balentine adds to your performance, demonstrating the added value of both our asset allocation recommendations and the individual investments we select for your portfolio.
Manager performance information provides a comparison of how an individual manager performs in relation to peers as well as broader industry measures.
Reporting and tracking of illiquid investments, including hedge funds, private equity and private real estate.
Tracking of all portfolio cash inflows and outflows, so that you know exactly where money is going in every single transaction.

Balentine - The Art and Science of Investing

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