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- Alternative risk premia
- Diversifying strategies
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- Equity
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- Fixed income
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- Operational due diligence
- Portfolio solutions
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- Strategic portfolio design
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Global Impact Equity
The investor was looking to upgrade their sustainable ESG offering to a stronger impact proposition which could demonstrate positive impact contributions across multiple sustainable development goals, measurable additionality, strong
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Equity Portfolio Design
The investor, a Canadian pension plan, engaged bfinance to reassess the design of their existing equity portfolio, with the aim to suggest fresh approaches that would be diversified across risk factors and geographies and provide a
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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'.
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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
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Fee Benchmarking and Strategic Support
This UK pension scheme was seeking to benchmark the fees being paid to more than a dozen managers across 20-plus strategies in public markets, alternatives and private markets given the scheme’s rapid growth in assets under management
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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.
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Focused ODD Assessment, Private Equity
The investor, a German public pension scheme, was conducting a search for a global private equity manager and was in the process of reviewing four finalists ahead of investment. In order to support Operational Due Diligence, they
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Operational Due Diligence, US Equity
The investor, a Dutch corporate pension scheme, was seeking outside support to review the operating environments of four finalist managers for two US equity mandates. The client had historically performed site visits as part of its
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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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Global Equity – Thematic ESG & Impact
The client, an Italian pension fund, was looking to make an inaugural equity investment in an impact equity strategy or a thematic equity strategy focused on environmental, social and governance (ESG) issues.
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Open-ended Infrastructure
This Canadian Defined Contribution pension scheme was making their debut allocation to unlisted infrastructure. The plan’s structure necessitated a focus on open-ended strategies.
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Portfolio Solutions – Strategic Asset Allocation
This client, a Belgian pension fund, sought bfinance’s help in reviewing the appropriateness of its current strategic asset allocation (SAA) relative to its investment objectives.
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Multi-Sector Fixed Income – Leveraged Finance
This UK pension scheme was seeking to benchmark the fees being paid to more than a dozen managers across 20-plus strategies in public markets, alternatives and private markets given the scheme’s rapid growth in assets under management
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Tactical Asset Allocation and Currency Overlay
This investor previously had a TAA overlay on regional equities and bonds but not on international investments. Here, they sought to extend this approach to the international portfolio—and also consider an FX overlay—in order to drive
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Real Assets – Timberland
This client, a German private sector pension fund, was looking to gain global exposure to a specific real asset: timberland. Since the allocation was the client’s first to this sector, the manager search process involved helping the
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Portfolio Solutions – Fee Review (Competitive assessment and fee negotiation)
This client, a Dutch private pension scheme, asked bfinance to partner with its in-house investment team to assess the fees paid to its external asset managers and negotiate lower rates.
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Portfolio Solutions – Private Pension Fee Review
This client, an Australian pension scheme, sought assistance to conduct a full value-for-money review of the management fees it was paying for investment services.
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Private Equity – Asia Pacific
A German pension fund was seeking to complement an existing private equity allocation in Asia Pacific (APAC) by dedicating EUR50 million to a new mandate. The client was seeking to invest in a pooled direct fund and had a targeted
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Emerging Markets Private Equity
The client, a South African pension fund, was looking to invest up to USD200 million in private equity with exposure to Emerging Markets and was particularly interested in focusing on opportunities in the Asia Pacific (APAC) region.
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