Putting power in investors' hands
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INVESTOR SURVEY REPORT
Snap Poll: What are investors thinking now?
Institutional investors around the globe shared how they are responding to pressing geopolitical and macroeconomic developments. With 418 investors from 39 countries taking place at the end of the first quarter of 2022, the findings reveal significant shifts underway.
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Implementation matters
What our clients say
More about bfinance
Award-winning investment consultancy firm with a global reach
What we do
bfinance works for asset owners around the globe on the implementation of investment strategy, from fund manager research and selection to portfolio design and monitoring.
Who we help
Established in 1999, bfinance has worked for more than 450 institutional clients across 43 countries, operating out of ten international offices. The firm has been recognised with numerous industry awards for innovation and investment consultancy.
Who we are
bfinance is committed to promoting the interests of investors in an industry that all too often sees the ‘balance of power’ tilted in favour of the firms that exist to serve them.
Meet the team
Dedicated investment researchers covering the full spectrum of traditional and alternative asset classes. Regional client consultants in 10 global offices.
What's new
Publications, events and company news.
WHITEPAPER
Manager Intelligence and Market Trends - May 2022
bfinance’s quarterly report in May 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset classes.
ARTICLE
Entering Leveraged Loans? Three Implementation Questions to Answer
Rising interest rates and inflationary forecasts continue to underpin strong demand for Leveraged Loans, thanks in large part to their floating rate characteristics. Yet investors seeking to introduce dedicated exposure to this asset class can face significant implementation challenges.
ARTICLE
How AP1 is Driving Innovation in Manager Selection
When it comes to selecting and working with external asset managers, larger asset owners have a dual responsibility, says Majdi Chammas of Första AP-Fonden (AP1)—one of Sweden’s four pension reserve funds, with more than SEK 460 billion (USD 47 billion) in assets. “We should push the industry, not only to help our own fund,” he observes, “but to benefit other investors: smaller investors, for example, who do not have the capacity to push for change.
Latest Case Studies
Implementation in focus
Operational Due Diligence, US Equity
The investor, a Dutch corporate pension scheme, was seeking outside support to review the operating environments of four finalist managers for two US equity mandates.
US/Canada Equity, Dividend Focus
This investor sought to switch from passive strategies towards active management, with the primary driver being the inability to meet their ESG-related objectives through passive strategies.
Infrastructure and Inflation Sensitivity
An international non-life insurer/re-insurer with a growing book of assets sought to identify suitable infrastructure managers as part of their first allocation to private market investments.
Fixed Income – US Short Duration High Yield
This UK-based international property and casualty insurance group was seeking to invest USD140 million with one manager running a US-centric short duration, high yield bond portfolio. The insurer wanted to target BB-rated bonds maturing within five years to achieve a desired level of yield and keep ...
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Get in touch with the team.