What's Possible? Building a New Approach to Asset Management

By
No items found.
March 8, 2011
Share this post

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. In this podcast, Adrian discusses the reasons why traditional wealth management strategies fail to perform given today's starting point. Instead, he argues that portfolios should be diversified, transitioning from the standard 60% equity / 40% fixed income model, to instead adopt a building blocks approach to investing that foregrounds risk management. Listen to Adrian's podcast: "What's Possible? Building a New Approach to Asset Management."

No items found.

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.

The Tax-Aware Investor

For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.

Beyond the Exit: How Opportunity Zones Turn a Tax Bill Into a Long-Term Investment

Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.

Investing After the Exit: Why TALS May Be the Right Strategy After Your Business Sale

We believe tax-loss harvesting is a reliable tool for keeping more of what you've earned — but it has a shelf life. Tax-aware long/short (TALS) is designed to pick up where it leaves off.