February 27, 2019

Roy Ballentine & Drew McMorrow’s successful succession story was featured in Inside Information, Sheila Lawrence’s recent event “The Philanthropy Talk” was highlighted in AUM/Boston Magazine, we welcome new employee Ryan Bachur, we feature a new investment research paper about the outlook for hedge funds, Director of Research Bruce D. Simon shares his thought on the stock market’s dramatic recovery so far in 2019 in his latest blog, Jennifer M. Eaton is speaking at an upcoming FOX Executive Council Meeting, we feature Rachel Gilmore in our Employee Spotlight, and more!

Recent Insights

All Insights

A Differentiated Approach to Direct Indexing
Introduction We are big fans of ETFs. But our research shows that investors may see even better after-tax outcomes through direct indexing separately managed accounts (SMAs). The financial industry has also recognized this potential, and the marketing hype has reached a fever pitch. So we yet again must take a skeptical approach as we do […]
April 23, 2024
Ballentine Partners publishes first annual Stakeholder Report
We are proud to publish the first annual Stakeholder Report. This annual report underscores our firm’s impact on the industry and communities we are a part of. Please click here to read the report as a flipbook in Issuu.
April 22, 2024
Funding Private Investment Programs for Taxable Investors
Written by Ben Daly, CFA, CAIA, CFP®, Senior Investment Advisor and Ryan Bachur, CFA, Senior Portfolio Manager For over three generations of professional investment management, rules, guidelines, and heuristics were developed for endowments, foundations, pensions, and other tax-exempt institutions. They became the “law of the land,” ensconced in the investment and finance curricula taught around […]
April 9, 2024

February 27, 2019

Recent Insights

A Differentiated Approach to Direct Indexing

Ballentine Partners publishes first annual Stakeholder Report

Funding Private Investment Programs for Taxable Investors