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Municipal Bonds
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
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Hedge Funds Plus Alternative Risk Premia
This Canadian corporate pension fund aimed to invest C$200m in a customised portfolio of hedge funds and alternative risk premia (ARP) exposures. The key aim was to reduce equity risk and provide liquid diversification to the rest of
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Direct Lending
A Canadian foundation with existing exposure to the infrastructure sector sought an unlisted North American infThis Canadian public pension plan was seeking to redeploy capital being returned from previous private debt investments
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Risk exposures, diversification and absolute return
The client engaged bfinance Risk Solutions to provide holistic portfolio risk reporting, following the selection of a group of alternative absolute return managers that were intended to improve portfolio diversification. The investor
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