19. August 2025

Return on Investment” (ROI) is a well-known concept in finance and usually means one thing: how much your portfolio or investment has grown.

• Equity
• Emerging Markets
• Manager Selection

Weiterlesen: ROI, But Not As You Know It

22. Juli 2025

The UK Financial Conduct Authority (FCA) recently released its findings from a multi-firm review on valuation practices in private markets—an area that has attracted growing scrutiny amid increased allocations and structural complexity. For institutional investors, this report offers a timely reminder of the operational risks inherent in the valuation of illiquid assets, and underlines the importance of robust governance frameworks during manager selection and ongoing due diligence.

• Private Markets
• Governance
• Operational Risk

Weiterlesen: The Valuation Question: Operational Risk in Private Markets

17. Juni 2025

The expectation of ‘non-concessionary returns’ has been central to the expansion of the impact equity sector.

• ESG
• Equity
• Manager Selection
• Strategic Asset Allocation
• Impact

Weiterlesen: Impact Equity Sector Grapples with Performance ‘Perfect Storm’

14. April 2025

In March 2025, bfinance invited institutional investors to participate in a snap poll conducted in the wake of mounting economic and geopolitical turbulence.

• ESG
• Equity
• Fixed Income
• Portfolio Design
• Strategic Asset Allocation

Weiterlesen: Poll Reveals Heightened Geopolitical Concerns, Nuanced ESG Reassessment