Author: Aurelien Dias
Ballentine Partners – Impact Report Video
07/11/2022Watch our latest video where Jennifer Murtie, Akeiva Ellis, Will Tickle, Julie Pulda, and Humberto J. Soares talk about the company’s 2021 annual Impact Report. Each year a new Impact Report is written to summarize Ballentine Partners’ progress and share our learnings and evolution as a business.
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Ballentine Broadcast, Conversations on Black Wealth, was a finalist at this year’s Advisor Podcast Awards
06/27/2022Conversations on Black Wealth, a podcast hosted by Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, was a finalist at this year’s Advisor Podcast Awards.
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Akeiva Ellis Recognized with Standing Ovation Award
06/27/2022We are pleased to announce that Ballentine Partners’, Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, has been honored with AICPA’s Personal Financial Planning Standing Ovation Award. The AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in personal financial planning, business valuation, forensic accounting, information management, and technology assurance.
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Senior Client Advisors, Will Tickle and Sheila Lawrence, recently featured on the podcast Better Money, Better World
06/24/2022Featured on the Better Money, Better World podcast, Will Tickle, CFA, and Sheila Lawrence, MALD, CFP®, CAP®, discuss multi-generational wealth values, such as raising children who are grounded, engaged, and empowered to use their resources toward goals for the family, community, and society.
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Deb Whitney awarded Accredited Estate Planner® Designation
06/24/2022Debra Whitney, CFP®, CAP®, AEP®, MS, was among a group of seven advisors in the Boston community that received the AEP® designation.
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Julie Pulda hosted Ask the Expert session for Invest for Better
06/24/2022This month, Julie Pulda, Impact Investing Manager, hosted the Ask the Expert: Private Investment and Fund Managers session for Invest for Better.
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Ballentine team volunteers to End 68 Hours of Hunger
06/17/2019A number of the Ballentine team in New Hampshire gave up time on their Friday to help raise money and food for the organization End 68 Hours of Hunger for the greater Wolfeboro area.
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Ballentine sponsoring “Wellness Wednesdays” and more at Castle in the Clouds
06/07/2019Ballentine Partners is sponsoring a number of events at Castle in the Clouds this summer in Moultonborough, NH.
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Ballentine team volunteers at Lexington Community Farm
06/06/2019A group of Ballentine employees recently spent a few hours of their morning to visit local nonprofit Lexington Community Farm and help plant rows of tomato varieties and eggplants.
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International Small Cap: Hiding in Plain Sight
03/18/2019Executive Summary
Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. Most investors have expressed this view by investing in large capitalization multinational companies based outside the United States. We believe that investors have largely overlooked a more attractive subset of international equities: small capitalization stocks. Their returns have significantly outpaced large cap international stocks over long time frames with only slightly more risk. They offer significantly higher growth potential than large cap companies, but at similar valuation levels. These companies tend to focus on their local markets, providing significant diversification benefits to a global equity portfolio dominated by global franchises. In addition, they are not widely followed, creating an opportunity for active managers to generate superior returns versus unmanaged indices.
The following presents the case for why small cap international stocks should have a place in every global investment portfolio. For the past 5 years, we have had a significant overweight to international small cap in our recommended international equities portfolio. This paper makes the case for why we will continue to do so.