Manager Research & Selection | Private Markets

bfinance went the extra mile to provide us with the information we needed to achieve our goals.

Investment Manager, Local Government Pension Scheme, UK

Expert support for illiquid investment

Peter Hobbs’ team of specialists provides expert support across private debt, real estate, private equity, infrastructure, trade finance, agriculture, timberland, renewable energy and more.

 

A customised approach to portfolio design and manager selection, creative fee negotiation to minimise leakage and strong due diligence support all add particular value in private markets. Broad coverage ensures smaller, specialist boutiques are uncovered. With high performance dispersion and long-term horizons, manager selection is key to managing implementation risk.

Case Studies

Implementation in focus

01

Value-Add Infrastructure

An investor sought exposure to value-add infrastructure equity in Global or North America, generating at least 10% IRR net of fees.

02

European Real Estate

A Dutch pension plan sought to make their first investment in international real estate. This investor was ideally hoping for core-type exposure but were happy to consider income-producing Core+ strategies for a target return of 6-9% per annum.

03

Global Real Estate

This Italian pension plan had an extensive domestic real estate portfolio and was seeking to make a second allocation into Core/Core+ global real estate, including a review of the incumbent global real estate manager alongside the available options.

04

European Private Debt

In seeking to make their first ever allocation to private debt, this Italian pension plan was keen to cast a wide net including real estate debt, infrastructure debt and direct lending, and consider subordinated as well as senior debt.


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