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
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
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
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?
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
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
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
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?
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...
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
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
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
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?
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
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
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
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?
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...
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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 mehrArmin 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
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
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
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
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?
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
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
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
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?
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...
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
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
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
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?
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
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
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
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?
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...
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