bfinance bfinance
  • Startseite
  • Was wir tun
    • Strategische Asset Allokation
    • Portfoliogestaltung
    • ESG-Beratung
    • Asset Manager Selektion und Research
    • Operative Due-Diligence
    • Reporting
    • Risiko-Lösungen
    • Überprüfung der Gebühren
    • Abdeckung von Anlageklassen
      • Diversifizierungsstrategien
      • Aktien
      • Festverzinsliche Wertpapiere
      • Hedge-Fonds
      • Multi-Asset
      • Private Debt
      • Immobilien
      • Infrastruktur
      • Private Equity
    • Analyse der Transaktionskosten
  • Wem wir helfen
    • Pensionskassen
    • Versicherungen
    • Vermögensverwalter
    • Stiftungen
    • Family Offices
    • Staatliche Investoren
    • Asset Manager Platform
    • Alle Fallstudien anzeigen
  • Wer wir sind
    • Das Team
      • Anlagespezialisten
      • Berater
      • Unternehmen
    • Unsere Standorte
    • Auszeichnungen
    • ESG und Nachhaltigkeit
  • Publikationen
    • Alle Publikationen
    • Webinare
  • Kontakt
Professionelle Unterstützung in allen Fragen des Asset...

Sprache auswählen

  • English (Global)
  • Français (France)
  • Italiano (Italia)
  • Dutch (Nederlands)
  • English (United States)
  • English (Canada)
  • French (Canada)
bfinance bfinance
  • Startseite
  • Was wir tun

    Überblick über die Dienstleistungen

    Strategie

    • Strategische Asset Allokation
    • Portfoliogestaltung
    • ESG-Beratung

    Umsetzung

    • Asset Manager Selektion und Research
    • Operative Due-Diligence

    Monitoring

    • Reporting
    • Risiko-Lösungen
    • Überprüfung der Gebühren

    Abdeckung von Anlageklassen

    Liquide Kapitalmärkte

    • Aktien
    • Festverzinsliche Wertpapiere
    • Diversifizierungsstrategien
    • Hedge-Fonds
    • Multi-Asset

    Illiquide Kapitalmärkte

    • Private Debt
    • Private Equity
    • Immobilien
    • Infrastruktur
  • Wem wir helfen

    Investoren

    • Pensionskassen
    • Versicherungen
    • Vermögensverwalter
    • Stiftungen
    • Family Offices
    • Staatliche Investoren

    Asset Manager

    • Asset Manager Platform

    Fallstudien

    • Alle Fallstudien anzeigen
  • Wer wir sind
    • Das Team
      • Anlagespezialisten
      • Berater
      • Unternehmen
    • Unsere Standorte
    • Auszeichnungen
    • ESG und Nachhaltigkeit
  • Publikationen
    • Alle Publikationen
    • Webinare

    Mega Menu Latest Insights

    Private credit and the asset allocation challenge

    Private credit and the asset allocation challenge

    bfinance Platform: real assets, UK open-ended property funds in five charts

    bfinance Platform: real assets, UK open-ended property funds in five charts

    Manager Intelligence and Market Trends - August 2026

    Manager Intelligence and Market Trends - August 2026

  • Kontakt

Suche

Loading...
0 Filters
Filter by type
Clear All
All None

Kategorien

All None

Kategorien

All None

Kategorien

All None

Kategorien

  1. Aktuelle Seite:  
  2. Startseite
  3. Berater
11. Januar 2022
Matthias Grimm

Matthias Grimm

Senior Director

Matthias Grimm ist Senior Director of Client Consulting für die DACH-Region. Er verfügt über mehr als 15 Jahre Erfahrung in der Beratung institutioneller Anleger zu komplexen Anlagefragen. Seine Expertise umfasst Portfoliostrategie, Managerauswahl, Risikomanagement und die Entwicklung maßgeschneiderter Lösungen. Er kann auf eine nachweisliche Erfolgsbilanz bei der Schaffung messbarer Werte für Pensionsfonds, Versicherungen, Stiftungen und andere anspruchsvolle Vermögensinhaber zurückblicken.


Weitere Veröffentlichungen der Spezialisten:

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Manager Intelligence and Market Trends - August 2026

Manager Intelligence and Market Trends - August 2026

bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...

Semi-liquid funds: managing the structural liquidity mismatch

Semi-liquid funds: managing the structural liquidity mismatch

Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...

Investment Management Fees: Pricing pressure in the turbulent twenties

Investment Management Fees: Pricing pressure in the turbulent twenties

The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.

Why don’t MAC strategies typically include emerging market debt?

Why don’t MAC strategies typically include emerging market debt?

Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...

11. Januar 2022
David Ness

David Ness

Senior Director

David ist Senior Director und Client Consultant bei bfinance in den USA. Mit über 20 Jahren Erfahrung im Investment Management bringt er einen reichen Erfahrungsschatz in die bfinance Kundenberatung ein.

Bevor er zum Team von bfinance wechselte, baute er den Investment Service für institutionellen Investoren von Crescent Grove Advisors auf, wo er auch Mitglied des Modellportfolio- und Anlageausschusses war. David war in verschiedenen Investmentfunktionen bei BMO Global Asset Management und M&I Investment Management Corp. tätig. Bei BMO/M&I hatte er Positionen als institutioneller Portfoliomanager, Analyst und Treasurer des Marshall Funds inne. David begann seine Karriere bei Waterhouse Securities, wo er als Investment Consultant arbeitete. David erwarb seinen MBA an der Marquette University und seinen Bachelor-Abschluss in Wirtschaftswissenschaften an der University of Wisconsin - Green Bay. David ist Mitglied der CFA Society of Milwaukee.


Weitere Veröffentlichungen der Spezialisten:

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Manager Intelligence and Market Trends - August 2026

Manager Intelligence and Market Trends - August 2026

bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...

Semi-liquid funds: managing the structural liquidity mismatch

Semi-liquid funds: managing the structural liquidity mismatch

Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...

Investment Management Fees: Pricing pressure in the turbulent twenties

Investment Management Fees: Pricing pressure in the turbulent twenties

The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.

Why don’t MAC strategies typically include emerging market debt?

Why don’t MAC strategies typically include emerging market debt?

Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...

Berater

11. Januar 2022

Treffen Sie unsere Kundenberater

Die Bedürfnisse unserer Kunden stehen an erster Stelle

DACH UND CEE


Matthias Grimm

Matthias Grimm

Senior Director

Matthias Grimm ist Senior Director of Client Consulting für die DACH-Region. Er verfügt über mehr als 15 Jahre Erfahrung in der Beratung institutioneller Anleger zu komplexen Anlagefragen. Seine Expertise umfasst Portfoliostrategie, Managerauswahl, Risikomanagement und die Entwicklung maßgeschneiderter Lösungen.

Erfahren Sie mehr

Armin Dolzer

Director

Armin Dolzer ist Leiter Client Consulting für die DACH-Region mit Schwerpunkt auf Kunden aus der Versicherungsbranche. Er verfügt über fast zwei Jahrzehnte Erfahrung in der Beratung institutioneller Anleger bei komplexen Anlageherausforderungen und kennt sich besonders gut in der Versicherungsbranche aus. Seine Expertise umfasst das Asset-Liability-Management, die Portfoliostrategie, Anlagerisiken sowie die besonderen regulatorischen und operativen Anforderungen, denen sich deutsche und andere DACH-Versicherer in zunehmend komplexen Märkten gegenübersehen.

Erfahren Sie mehr
11. Januar 2022
Amir Saleem

Amir Saleem

Director

Amir ist Direktor im Kundenberatungsteam von bfinance und arbeitet mit institutionellen Anlegern im Nahen Osten und Asien zusammen. Er kam 2015 zu bfinance und arbeitete zunächst eng mit dem CEO und dem Global Head of Client Consulting an einer Reihe von strategischen Initiativen, bevor er sich auf die Kundenbetreuung konzentrierte. Davor war Amir seit 2010 Head of Investor Relations für den Sovereign Fund Think Tank von Institutional Investor, das Sovereign Investor Institute, wo er mit hochrangigen Vertretern und CIOs von Staatsfonds, staatlichen Pensions- und Sozialversicherungsfonds und Zentralbankreservemanagern weltweit zu einer Vielzahl von Investitions-, Strategie- und Governance-Themen zusammenarbeitete. Amir schloss sein Studium am University College London (UCL) mit einem BSc (Hons) in Wirtschaftswissenschaften ab.


Weitere Veröffentlichungen der Spezialisten:

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Manager Intelligence and Market Trends - August 2026

Manager Intelligence and Market Trends - August 2026

bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...

Semi-liquid funds: managing the structural liquidity mismatch

Semi-liquid funds: managing the structural liquidity mismatch

Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...

Investment Management Fees: Pricing pressure in the turbulent twenties

Investment Management Fees: Pricing pressure in the turbulent twenties

The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.

Why don’t MAC strategies typically include emerging market debt?

Why don’t MAC strategies typically include emerging market debt?

Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...

11. Januar 2022
Frithjof Vanzyp

Frithjof van Zyp, CFA

Senior Director

Frithjof leitet die Kundenberatungsabteilung von bfinance in Australien. Er verfügt über mehr als 16 Jahre Branchenerfahrung und war 10 Jahre bei eVestment, einem globalen Anbieter von Daten und Analysen für institutionelle Investmentmanager, tätig, wo er zahlreiche Funktionen innehatte, darunter die Eröffnung und Leitung von Niederlassungen in Australien und Hongkong. Frithjof hat einen Master-Abschluss in Wirtschaft und Finanzen von der Universität Edinburgh und ist CFA-Charterholder.


Weitere Veröffentlichungen der Spezialisten:

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Manager Intelligence and Market Trends - August 2026

Manager Intelligence and Market Trends - August 2026

bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?

While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Investor Spotlight: KWAP - navigating technological shifts in quant equities

Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...

Semi-liquid funds: managing the structural liquidity mismatch

Semi-liquid funds: managing the structural liquidity mismatch

Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...

Investment Management Fees: Pricing pressure in the turbulent twenties

Investment Management Fees: Pricing pressure in the turbulent twenties

The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.

Why don’t MAC strategies typically include emerging market debt?

Why don’t MAC strategies typically include emerging market debt?

Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...

Weitere Beiträge ...

  1. Frans Verhaar
  2. Ottavia Sebastiani
  3. Jill Compton
  4. Sam Gervaise-Jones
  • 1
  • 2

Seite 1 von 2

LinkedIn
Twitter
KONTAKTIEREN SIE UNS

Unsere Standorte

  • Europa
  • Nord-Amerika
  • Asien-Pazifik
  • Naher Osten

Rechtliches

  • Wichtige Informationen
  • Cookie-Richtlinie
  • Datenschutz
  • Nutzungsbedingungen
Address: Theresienstraße 1, 80333, Munich
Phone: +49 89 55 29 59 00
Kontakt: Kontaktieren Sie uns

Copyright © 2026 bfinance. Alle Rechte vorbehalten.