Mettre le pouvoir entre les mains des investisseurs
  • Investor Spotlight: New London CIV CIO Champions Client-centred Thinking

    Last month brought the announcement of a new Chief Investment Officer for London CIV – one of the eight asset pooling companies for the UK’s Local Government Pension Scheme, and the one with by far the largest number of Client Funds (thirty two).

  • Investor Spotlight: Blue Sky Pioneers Integrated Portfolio Management

    The Dutch pension industry is undergoing seismic shifts. Long-anticipated reforms enacted in July 2023 ushered in a Defined Contribution system that is set to be unique among global counterparts.

  • Endowment & Foundation Investment Survey

    In October 2023, 61 senior endowment, foundation and charity/nonprofit investors across 16 countries contributed data and insights for this global study. This community has long been recognised for its remarkable capacity to drive innovation, but the post-pandemic era of high inflation and market volatility has brought new pressures.

  • DACH Investor Trends in Focus

    Asset owner data from bfinance’s biennial Global Asset Owner Survey: Traps and Transitions reveals key differences in investor sentiment across the 40 countries involved. Here, we examine five areas where investors in the DACH region departed from their international peers.

  • Global Asset Owner Survey: Traps and Transitions

    A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’ around the globe. This biennial study draws on the experiences and views of nearly 400 senior investors, whose institutions are responsible for stewarding assets in excess of US$ 13 trillion.

  • UK Investor Snap Poll Reveals Shift in Allocation Intentions

    A quick poll of UK Asset Owners on October 18-19 2022 suggests a significant change in expectations for asset class exposures over the next year, versus a survey conducted one month prior. A quarter of investor respondents are now intending to decrease exposure to private market strategies over the next 18 months, including 80% of Corporate Pension Funds.

  • Portfolio Protection and Overlays: Time for a Rethink?

    Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification, ‘defensive’ factors, ‘market-independent’ strategies and more explicit forms of protection such as risk overlays are all under scrutiny, with H1 bringing some notable disappointments as well as successes.

  • Snap Poll: What are investors thinking now?

    Institutional investors around the globe shared how they are responding to pressing geopolitical and macroeconomic developments. With 418 investors from 39 countries taking place at the end of the first quarter of 2022, the findings reveal significant shifts underway.

  • Insurer Investment Survey

    The bfinance 2022 Insurer Investment Survey provides a detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing/implementation.

  • Wealth Manager Investment Survey

    A new study, featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.

  • Asset Owner Survey: Managing through Uncertainty

    As the global pandemic unfolds, 368 investors representing $11 trillion in assets share their lessons learned, key portfolio changes and expectations for the year.

  • Five Levers for Reducing Equity Risk

    The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the forefront.

  • How Alberta Teachers’ is Investing ‘Between the Seams’

    The quest for diversification plus returns is not an easy one in today’s investment climate: many strategies that provide low correlation with equities are falling short on performance. The Absolute Return team at ATRF is exploring the niches that many others overlook.

  • How QSuper Halved Risk Without Losing Return

    Inspired by risk parity strategies and illiquid-focused endowments, Australia’s second largest superannuation fund is pioneering a radically different approach.