Working with
Pension Funds

bfinance works with an extremely diverse range of pension funds all around the world: public and corporate, defined benefit and defined contribution, with portfolios ranging from less than a billion US dollars to well over 100 billion. When it comes to delivering better investment outcomes for current and future pensioners, there is no ‘one size fits all’. Tell us about your current investment portfolio challenge: see what we could do for you.

Investment decisions that matter

The global pension fund industry has changed dramatically since we started supporting schemes more than two decades ago. So have the challenges facing pension investment managers and trustees upon whom members rely to deliver results that will enable them to retire with financial security.

Investment decisions that affect returns, risks and costs have never been more crucial to members—especially where schemes may lack the risk-sharing and sponsor protections of the classic defined benefit model. Pension fund leaders must navigate a more complex investment landscape, deal with new challenges and drive innovation.

Supporting the needs of pension fund teams

Pension schemes represent more than 50% of bfinance’s client base. Each client in this area has a unique combination of regulatory restraints, liabilities, governance structures and internal resources. bfinance’s services have been designed to work around your needs, providing the maximum flexibility to access the precise support you want—when you want it.

We pride ourselves on innovating for our pension fund clients. Many of our established services—strategic portfolio design, fee reviews, ESG and impact investment advisory—began their existence as ad hoc advisory projects to address new or persistent/unsolved challenges that pension fund investment leaders were bringing to our attention. The most popular service area for this client segment remains manager research and selection, where pension fund managers continue to take advantage of exceptional flexibility to customise RFPs, source new solutions and overcome the constraints of ‘buy-lists’. Other services used by our pension fund clients include strategic asset allocation, risk analytics, and (increasingly) operational due diligence.

Latest case studies

A large UK corporate pension scheme appointed bfinance to conduct a deep dive ODD assessment of...

The investor was looking to upgrade their sustainable ESG offering to a stronger impact...

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

This Canadian investor was seeking to manage their non-CAD exposures through a dynamic...

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