The bfinance model is designed to maximise customisation, control and transparency for investors during manager selection. Full coverage of the investment manager universe provides broader choice, encourages competition and enables managers to innovate to meet clients’ needs. Asset class specialists work as an extension of the investor’s team.
WHAT OUR CLIENTS VALUE
Control. With a well-communicated philosophy to act as an ‘extension of the client’s team’, we provide a high degree of ongoing flexibility in all aspects of the research process.
Customization. Establish unique priorities, adapt projects to suit the skills of your in-house team, ensure the widest choice of providers, define ESG parameters.
Clarity. Full transparency on method and analysis so that decisions can be justified with a robust audit trail. Visibility and validation underpin strong governance.
strategies in our Investment Manager Platform
average mandate size for clients worked with between 2021-2022
manager meetings conducted last year
strategy types across liquid and private markets
What makes it different?
An innovative approach to manager research
Every institutional investor is unique, with specific priorities, needs and resources. The bfinance philosophy on manager selection grew out of our belief that these differences should sit at the heart of our approach.
With more than 25000 strategies and 3000 managers on our ever-growing Investment Management Platform, we provides broad coverage of the asset manager universe, from household names to hard-to-reach boutiques.
Support & resources
Each client has full access to their dedicated project team including their senior asset class specialist. We retain a staff of senior researchers across all major public and private markets, many of whom have managed money, as well as a team of analysts.
All asset managers are eligible to participate in bfinance manager searches as long as their strategy matches the client’s stated criteria. We believe that this is in the best interests of both investment managers and institutional investors.
When it comes to responsible investment, investors bring very different beliefs and requirements. A highly customized approach ensures that ESG verdicts are not ‘one size fits all’.
The firm is committed to a business model that avoids conflicts of interest and consistently supports the provision of independent, objective advice. For example, the firm does not manage money or provide OCIO services. An innovative pricing model aligns our interest with those of our clients.
We provide extensive wraparound services, many of them on an inclusive basis. These include board education, analysing portfolio risk exposures, strategy selection, reviews of the opportunity set, negotiating terms and monitoring manager performance.
Manager Research & Selection