• Strategic Investment Review

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

  • Strategic review of FX hedging policy

    A Northern-European endowment organisation engaged with bfinance to review its strategic approach for foreign currency hedging as part of its governance procedures.

  • 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.

  • Portfolio Solutions – Fee Review, Public Markets

    The client, an Australian pension scheme, was under mounting pressure from the Australian Prudential Regulation Authority (APRA), who is responsible for collecting and publishing the performance and costs of superannuation funds.

  • Designing a Shariah Global Equity Multi-manager Portfolio

    A Middle-Eastern financial institution was seeking to create a new public equities product for its clients with a multi-manager, Shariah-compliant approach. The objective was to design a multi-manager portfolio and provide an

  • Designing a Multi-Manager Equity Portfolio

    A Canadian pension plan was seeking to refine its approach to investing in global equities. After initial review (with bfinance) revealed both known and unknown biases, priorities included: the regional segmentation of the portfolio,

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.

  • 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

  • Designing a Corporate Private Equity Portfolio

    A Belgian corporate was seeking to create a private equity investment unit, making productive use of their strong cash position and bringing potential strategic benefits to the firm.

  • 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,

  • Fixed Income Portfolio Design

    This US wealth manager sought to update its relatively conservative fixed income portfolio in order to meet the investment target of 3-5% per annum nominal returns—a topic that has become particularly pressing for their team in a