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Greater net returns at no extra risk
The lack of transparency and comparability, as well as poor access to data, results in higher investment costs. Asset owners need detailed insights on fees, both explicit and implicit, to identify savings, renegotiate prices with providers and validate overall expenses.
Since 2012, bfinance has been delivering outcome-oriented fee benchmarking to clients, leveraging the firm’s extensive proprietary data gathered through manager search and selection consultancy. These reviews offer the opportunity to generate significant fee savings, improving net outcomes for investors globally.
Key benefits
Reducing
costs
Uncovering the hidden and often misunderstood costs of trading activities. Allows you to enhance your strategies, make informed decisions and reduce cost - the only certain way to generate risk-free additional net return.
Increased
transparency
Gain an in-depth understanding of non-manager fee expenses impacting your portfolio’s performance. With full visibility, you can ensure transparency with all stakeholders and demonstrate fiduciary oversight.
Maintain
focus
Support for cost optimisation lets clients focus on core strategic matters. The need for systems, models and specialist skill sets to assess implicit costs favors outsourcing.
Preserve
relationships
bfinance carry out the heavy lifting required to perform rigorous fee and cost assessment, then manage the process and negotiate savings on client’s behalf.
TCA as part of our holistic approach to fees
| Manager fees | Transaction costs | Operating, custody & hidden costs | |
|---|---|---|---|
| What is included? | Benchmarking to database of competitive manager fees Additional insight/analytics on performance drivers, market flows and industry analysis |
Engagement with managers/providers to build historical trade performance profile Measure of explicit and implicit costs |
Aggregate additional fees incurred through investment activities Overview on competitiveness of current arrangements |
| bfinance differentiator | Live competitive data, strategy insight and manager search heritage | Time stamp trade accuracy Assessment of market impact and implementation shortfall |
Aggregation with other cost sources to give hollistic view |
| Outcome? | True benchmark of manager fees | Measure trading efficiency | Transparency on total costs |
| Account for all costs incurred through investments Identify, benchmark and negotiate better commercial terms | |||
Latest case studies
Portfolio Solutions – Fee Review, Public Markets
The client, an Australian pension scheme, was under mounting pressure from the Australian...
Fee Benchmarking and Strategic Support
This UK pension scheme was seeking to benchmark the fees being paid to more than a dozen managers...
Portfolio Solutions – Fee Review
A UK foundation aimed to identify a core multi-manager hedge fund product, targeting cash plus...
Portfolio Solutions – Fee Review (Competitive assessment and fee negotiation)
This client, a Dutch private pension scheme, asked bfinance to partner with its in-house...
Latest insights from the team
What our clients say
They are as near to perfection as they can be. If you ask them to do something, they do it quickly. I find them very helpful.
The reports I read are outstanding in terms of richness of information. The information is exactly what is needed to make an informed decision.
Working with bfinance gives us an advantage that we wouldn’t have had with a traditional consultant.
