Putting power in investors' hands

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Why bfinance

Strategy development. Investment implementation. Monitoring and benchmarking. We help asset owners to achieve their specific goals.
Why work with us

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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Our Services

Implementation matters

More about bfinance

Award-winning investment consultancy firm with a global reach

01

What we do

bfinance works for asset owners around the globe to support all aspects of investment activity, from portfolio design and fund manager selection to fee benchmarking and performance monitoring.

02

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.

03

Who we are

bfinance is committed to supporting investors’ best interests and promoting a corporate culture of social responsibility.

04

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.

Latest Case Studies

Implementation in focus

01

Private Markets Portfolio Monitoring

This investor was seeking to improve their approach to monitoring private markets strategies. Their private markets portfolio consisted of three multi-manager funds (Real Estate, Private Debt and diversified Private Markets), with underlying exposure to 64 different strategies.

02

Shariah-compliant Private Equity Secondaries

This Middle Eastern wealth manager sought bfinance’s assistance in building a portfolio of Shariah-compliant private equity secondaries. Although the client was intent on accessing globally focused managers with a tilt towards buyouts, it was also willing to include growth and venture capital invest...

03

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.

04

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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Contact

Get in touch with the team.

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