A German pension and insurance plan engaged bfinance to review and refine their portfolio. The organisation manages a substantial, multi-billion EUR portfolio, composed of domestic and international fixed income strategies alongside a

A Bermudian reinsurance company engaged bfinance to review its investment strategy. The goal was to propose ways to increase risk-taking without compromising portfolio robustness.

A Saudi family office engaged bfinance to design a Strategic Asset Allocation (SAA) to address their specific challenges and support long-term financial sustainability.

A reinsurer was looking to increase its allocation to multi-asset credit and took the opportunity to review (and potentially replace) its incumbent manager.

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

This UK-based international property and casualty insurance group was seeking to invest USD140 million with one manager running a US-centric short duration, high yield bond portfolio. The insurer wanted to target BB-rated bonds

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

The client, a European multinational property and casualty (P&C) insurer, was looking to re-tender a multi-billion-dollar, multi-currency fixed income portfolio invested in high-quality, short-duration bonds to new asset managers and

The investor mandated bfinance to search for an alternative credit strategy with a view to investing c. AUD 50 million through a pooled fund. A typical return expectation for this type of strategy is cash + 4-6%.

A Middle Eastern insurance company wished to invest in approximately USD 100 million in Leveraged Loans, with a focus on senior secured debt.

The UK Local Government Pension Scheme client sought an EMD manager that successfully blended emerging market hard currency (sovereign and corporates) and local currency within a standalone portfolio, with a view to investing £300

A Dutch pension fund was entering US high yield debt, reducing its European HY exposure, and sought an appropriate pooled fund for a first EUR 15 million investment. They wished to avoid short-duration strategies and minimise

This German institutional investor wished to invest USD 50 million in Municipal Bonds via a fund-of-one. We sought strategies featuring primarily Taxable munis (maximum 20% tax exempt), low exposure to high yield (maximum 5%) and