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CMA and SAA Support
A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic Asset Allocation (SAA) and broader investment strategy.
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Strategic Investment Review
A UK-based Charity was seeking support for evaluating their current investment approach and strategic asset allocation.
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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.
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US/Canada Equity, Dividend Focus
This investor sought to switch from passive strategies towards active management, with the primary driver being the inability to meet their ESG-related objectives through passive strategies.
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Portfolio Solutions – Strategic Portfolio Design, Real Estate and Infrastructure
This German endowment fund engaged bfinance to review its current real estate and infrastructure holdings and set out a new strategic direction for the portfolio—one that would complement its existing holdings and grow with the
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Market-Independent Absolute Return
This investor sought market-independent strategies which exhibit very limited equity / credit beta (structurally and empirically)—ideally less than 0.1 in normal and stressed equity markets. This investor sought market-independent
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ESG/Impact Maritime Leasing
The client, a UK endowment fund with strong environmental, social and governance (ESG) credentials, was looking to further diversify its existing infrastructure programme. The endowment’s investment team had identified maritime leasing
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Asia Multi-Strategy Hedge Funds
This investor was making a first-time allocation to Asian Multi-Strategy hedge funds. With the exception of purely quantitative approaches, the investor was willing to consider all styles of multi-strategy as long as they had at least
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Sharia-compliant Strategic Asset Allocation
A Saudi Arabian endowment sought to revamp its investment policy statement to reflect its evolving financial goals—and then develop a Shariah-compliant strategic asset allocation (SAA), accompanied by a multi-year deployment plan, to
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Due Diligence, US Direct Lending
A UK local government investor appointed bfinance to conduct due diligence before seeding a new fund being launched by one of is incumbent managers. The strategy was the manager’s first fund dedicated purely to US Corporate Senior
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Multi-Strategy Fund of Hedge Funds
A UK foundation aimed to identify a core multi-manager hedge fund product, targeting cash plus 4-6% and diversification against traditional exposures in their portfolio.
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Infrastructure debt
A UK corporate pension plan was seeking to invest £200 million in infrastructure debt in the UK/Europe, using one or multiple managers. Both pooled funds and SMAs were considered, with an absolute return target of
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Infrastructure
A Canadian foundation with existing exposure to the infrastructure sector sought an unlisted North American infrastructure fund to complement its current holdings.