• Global Shariah Equity

    The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity solutions, to be be managed in a segregated account structure (‘Discretionary Portfolio Management’ account).

  • European Equity

    The client, a prominent Italian private pension investor, was seeking at least one pan-European equity manager to complement their existing European equity allocation.

  • Currency Overlay

    This Canadian investor was seeking to manage their non-CAD exposures through a dynamic (non-passive) currency overlay, with an emphasis on risk management as opposed to 'currency alpha'.

  • Equity Portfolio Review and Global Value Equity Search

    The investor, a European public pension fund, was keen to conduct a review of their international equity portfolio, which included a roster of external active and passive managers.

  • Global Small Cap Equity

    This investor was making their first allocation to global small-cap equities and willing to consider any investment approach (systematic or discretionary) and any style, with a preference for an unconstrained investment mindset rather

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  • Developing a Responsible Investment Policy

    A mid-sized global insurer was seeking to align themselves with ‘best practice’ in incorporating appropriate Environmental, Social and Governance (ESG) factors into their investment approach.

  • Global Emerging Markets Equity

    The client, a large government-linked investor in South East Asia, was seeking to restructure its exposure to global emerging markets (EM) equities. With its EM equity portfolio entirely invested in passive funds, the client was

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  • Shariah-compliant Private Equity and Infrastructure

    The client, a Middle Eastern foundation, was looking to enhance the returns of its overall portfolio and chose Private Equity and Infrastructure Equity as suitable asset classes. The client was willing to consider all investment

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  • Shariah-compliant Global Equity

    The client, a prominent Middle Eastern asset manager, was seeking to invest in Shariah-compliant global and broad regional equity strategies—irrespective of investment style—to play a satellite role within its newly launched global

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  • Shariah-compliant Public Equity

    The client, a large Middle Eastern financial institution, was seeking to build a Shariah-compliant global multi-asset class fund with the listed equity sleeve managed by a diversified roster of external fund managers.

  • Shariah-compliant Saudi Equity

    The client, a Middle Eastern financial institution, was seeking managers with proven experience investing in Shariah-compliant Saudi equities, necessitating fairly strict requirements on minimum track record (>5 years) and assets under

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  • Shariah-compliant Private Income Strategies

    The client, a leading Middle Eastern asset manager, was planning to launch a new fund with the aim of providing investors with a diversified portfolio of income-generating assets.

  • Shariah-compliant Global Real Estate

    This investor, an Asian financial institution, recognized that it had a material underweight to Real Estate and wanted to look at appointing a top-tier manager or managers to assist in the diversification of its exposure.

  • Sharia-compliant PE 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,

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  • Social Impact in Real Estate

    This investor, a local government pension fund, was looking to invest GBP 45 million in Private Market strategies with high social impact—a new, dedicated impact allocation separate from its broader portfolio.

  • Private Credit – Trade Finance

    The client, a Bermuda-based reinsurance company, engaged bfinance to conduct a comprehensive review of global trade finance managers—including those with strategies focused on receivables or supply chain finance—with the goal of

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  • Fund Hosting Platform for Public Markets

    An Asian government fund was significantly expanding its international equity allocation and sought support with manager selection, as well as the implementation of an external fund hosting solution to facilitate effective management

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  • 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.

  • Global Emerging Markets Small-Cap Equity

    This client, an Australian superannuation fund, was making its first dedicated allocation to small-cap stocks in emerging markets (EM). The mandate was intended to serve as a high alpha component of the pension fund’s overall equity

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  • Global Small-Cap Equity

    The client, an Australian superannuation fund, engaged bfinance to identify high-alpha global small-cap equity strategies to complement its existing roster of large- and all-cap managers investing globally across developed and emerging

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