Working with
pension funds

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.

Pension fund investment services

We pride ourselves on innovating for our pension fund clients.

• Innovative solutions for pension funds
  Many of our core services, including strategic portfolio design, fee reviews, and ESG and impact investment advisory, began as ad-hoc advisory projects to address new or persistent challenges that pension fund investment leaders were bringing to our attention.
• Manager research and selection
  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’.
• Strategic asset allocation and risk analytics
  We help pension funds optimise their portfolios through strategic asset allocation and risk analytics, ensuring a well-balanced and resilient investment approach.
• Operational due diligence
  An increasing number of pension fund clients are leveraging our expertise in operational due diligence, providing pension fund clients with deeper insights into investment operations and governance.

We help identify appropriate asset managers

bfinance provides an innovative approach that puts investors in the driving seat of a successful pension fund manager research process. We work closely with you to understand your investment objectives to help us determine the right pension fund managers and pension fund investment strategies that align with your specific goals, risk tolerance, and regulatory requirements. Whether seeking to diversify portfolios, or align with ESG objectives, our team works closely with pension fund managers to tailor solutions that meet your unique needs.

Why Work With Us?

• Control: We work as an extension of your team, providing the specialist expertise and resources needed to help pension funds navigate complex investment challenges while maintaining full oversight.
• Customisation: No two pension funds are the same. We tailor our research and advice to align with your specific objectives and in-house team's capabilities.
• Clarity: We believe in transparency, offering clear communication and full visibility to support strong governance and decision-making for pension funds.