Institutional Management Our Approach To Global Asset Allocation Balentine partners with investment consultants to provide flexibility for discretionary asset allocation. Over the past two decades, our investment team has aimed to hone a disciplined, consistent, and repeatable process. The core of our investment process is model-driven and is therefore devoid of emotion. Balentine’s key insight is asset class performance dispersion which unfolds over long periods with great amplitude, creating opportunities in a simple, repeatable way. With a dual focus on consistent investment results and exceptional client service, Balentine aims to deliver a proven track record of superior risk-adjusted returns driven by the highest ethical standards for institutional investors. Are you an institution? Click here to visit our Institutional website. Investment Philosophy An investment philosophy must be timeless yet repeatable. While our investment process is not based on emotion, we believe that investor behavior and sentiment provides us valuable data to utilize during the market life cycle. Through our expertise and market insights, we are able to capture return without trying to time the precise market top or bottom. GAA Leadership with Georgia Roots Over the past 30 years, Balentine has been deeply committed to serving Atlanta and the broader Georgia communities where we work, live, and volunteer. Recognized by Pensions & Investments as a Best Place to Work in Money Management, we are committed to creating an environment of excellence that attracts a diverse workforce. Why Global Asset Allocation (GAA)? Balentine helps institutions achieve outperformance through asset class selection, not security selection. Studies* show, on average, that asset allocation accounts for 100% of the level of returns over time. We are nimble in our ability to tactically shift in and out of asset classes as market cycles change. With a 30-year demonstrated track record, consultants can rest assured our record of success is not an investment fad or anomaly. *Source: Ibbotson, Roger G. and Paul D. Kaplan. “Does Asset Allocation Policy Explain 40, 90 or 100 Percent of Performance?” Financial Analysts Journal, Jan/Feb 2000, pp. 26-33. Complement to Strategic Asset Allocation Time delays between asset allocation recommendations and implementation can be costly for institutions. Balentine solves this issue by identifying opportunities and tactically shifting with decisive moves. 1 5 Thought Leadership Balentine’s 2019 Capital Markets Forecast Capital Markets Forecast, Global Economy, Portfolio Management, U.S. Markets & Economics Read More Don’t Let “Buy and Hold” Leave You in the Cold Global Asset Allocation, Portfolio Management Read More World Crises and the News Cycle U.S. Markets & Economics Read More Contact Us Learn more about how to invest in GAA at Balentine. Contact Method Preference Email Phone Atlanta 3344 Peachtree Road, NE Suite 2200 Atlanta, GA 30326 (404) 537-4800 (404) 537-4848 Raleigh 555 Fayetteville Street Suite 710 Raleigh, NC 27601 (984) 355-5200 (984) 500-3707 Subscribe to Our Newsletter Our monthly newsletter is full of insightful commentary and useful information. We highlight not only important events in the world of finance but also in our community. About Blog Awards In the Media Client Access Careers Form ADV Form CRS Terms of Use Privacy Policy Business Continuity Disclosures © 2021 Balentine. All rights reserved.