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Why bfinance
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
More about bfinance
Award-winning investment consultancy firm with a global reach
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.
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 supporting investors’ best interests and promoting a corporate culture of social responsibility.
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
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.
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...
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.
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.