Putting power in investors' hands
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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
What our clients say
More about bfinance
Award-winning investment consultancy firm with a global reach
What we do
bfinance works for asset owners around the globe on the implementation of investment strategy, from fund manager research and selection to portfolio design and 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 promoting the interests of investors in an industry that all too often sees the ‘balance of power’ tilted in favour of the firms that exist to serve them.
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.
WHITEPAPER
Defensive Equities and Market Downturns
Through historic market downturns, defensive long-only equity strategies have shown a consistent ability to protect investor capital. Yet recent experiences have prompted questions around resilience. This report presents five types of ‘defensive’ equity strategy, explores their exposures and considers their performance.
WHITEPAPER
Manager Intelligence and Market Trends - August 2022
bfinance’s quarterly report in August 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset classes.
WHITEPAPER
Returns plus Resilience? A Closer Look at Leveraged Finance
Recent years have seen a rapid expansion in the availability of leveraged finance strategies. These multi-sector fixed income strategies blend high yield bonds together with leveraged loans and more. Although investors may be concerned about lower-quality credits during a period of economic difficulty, these strategies claim three timely advantages versus conventional high yield portfolios: diversification, lower duration and tactical flexibility.
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.