Manager Research & Selection | Equity

Without bfinance it would not have been possible for us to prepare the basis for a manager selection decision of this quality.

Head of Public and Private Equity, BWVA, Germany

Rethinking equity manager research

Our experienced equity team, led by Justin Preston (Senior Director), works with investors around the world on active, passive and smart beta strategies for all developed and emerging markets.

Managers are assessed and scored based on what matters to the investor, such as providing diversified exposures versus retained equity managers or a close alignment of investment philosophy. The integration of environmental, social and governance (ESG) considerations has been of critical importance. All equity searches also incorporate Style Research analysis as standard, to provide an additional lens on managers’ exposures.

Case Studies

Implementation in focus

01

Global Equity

This Canadian corporate pension fund wanted to replace their international equity managers and, perceiving a previous U.S. bias, sought a broader understanding of non-U.S. firms.

02

ESG Emerging Market Equity

A Nordic family office sought active global emerging market equity managers that explicitly incorporated ESG considerations.

03

Emerging Market + Asia Equity

An Australian corporate pension plan sought to invest AUD 200 million in Global Emerging Market Equity and potentially Asia ex-Japan.

04

Smart Beta

This German industry pension fund sought to invest EUR 120 million in a multi-factor smart beta strategy.


Recent Articles

Equity Insights