22 July 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

Read more: The Valuation Question: Operational Risk in Private Markets

17 June 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

Read more: 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

Read more: Poll Reveals Heightened Geopolitical Concerns, Nuanced ESG Reassessment

08 April 2025

Quality-oriented equity strategies have long been a favourite among institutional investors—but quality indices have struggled to gain traction.

• Equity
• Manager Selection
• Portfolio Design

Read more: Rethinking Quality: Why Benchmarks Don’t Capture the Full Picture