Portfolio Design

The bfinance Portfolio Solutions team helps investors to build portfolios that fit their unique circumstances and objectives. Blending quantitative and qualitative portfolio construction with robust implementation planning, dedicated solutions strategists and asset class specialists support each step of the process.

asset owners helped via Portfolio Solutions

From theory to practice

While Strategic Asset Allocation (SAA) should lay a strong foundation for achieving investment objectives, there is a significant gap between theoretical modelling and achieving the required real-world results. Portfolio design advisory support closes the implementation gap.

Some investors use bfinance Portfolio Design services at the level of a specific asset class or sub-group (such as “Equities”, “Growth Portfolio”, “Absolute Return Portfolio”). This often takes place before, or in conjunction with, manager selection activities within that asset class. Other investors seek to address more granular portfolio design considerations at the same time as conducting a high-level Strategic Asset Allocation review process.

Investment Portfolio Design

Working for you

Each investor is unique and our Portfolio Design services are a true extension of our clients’ teams. We recommend a working group format for projects, with bfinance providing appropriate structure and in-depth analysis while clients remain in control of the process.

Different asset classes have their own specific implementation considerations, which change through time; these should be factored in when advising on overall portfolio construction. As well as solutions strategists, each Portfolio Design engagement is closely supported by relevant asset class specialists that are continually in the market examining strategies and managers in their sectors.

Latest case studies

The investor, a Canadian pension plan, engaged bfinance to reassess the design of their existing...

A UK-based Charity was seeking support for evaluating their current investment approach and...

A Northern-European endowment organisation engaged with bfinance to review its strategic approach...

A Middle-Eastern financial institution was seeking to create a new public equities product for its...

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Meet the team

Portfolio solutions

Duncan Higgs

Duncan Higgs

Managing Director, Head of Portfolio Solutions

Ruben Mutsaers

Ruben Mutsaers

Director, Portfolio Solutions

Geraint Morgan

Geraint Morgan

Director, Portfolio Monitoring

How can we help you?

Connect with one of our investment specialists today and let us know how we can help.