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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
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Transaction Cost Analysis: Has Transparency Really Improved?
Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.
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Asset Owner Survey: Investors’ Costs and Fees
Investors are grappling with cost management challenges amid persistent inflation, heightened ESG requirements and regulatory burdens. To find out more, bfinance surveyed nearly 200 asset owners
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Investment Management Fees: Capturing Price Evolution
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
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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.
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Asset Owner Investment Vehicles - Sector in Brief
More investors are launching a dedicated investment vehicle to house assets rather than investing in a wide range of pooled funds, separately managed accounts or ‘funds-of-one’. Find out more
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China A-Shares: Sector in Brief
Amid the escalating US/China trade war, no asset class has endured more collateral damage than Chinese equities. Yet active managers have delivered stronger results. This brief research note
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Securitised Credit: Sector in Brief
Securitised credit is attracting heightened attention from investors in the ‘lower for even longer’ climate. Read about the latest developments and available investment strategies, including a
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Real Asset Debt: Lessons from Manager Selection
With a wave of pension and insurance investors entering real estate debt or infrastructure debt for the first time, three “DNA of a Manager Search” case studies provide practical insights into an
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How Can Trustees Ensure Value for Money?
How can pension fund trustees provide effective governance on the subject of cost? Ensuring value for money is central to fulfilling fiduciary duty.
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Tackling Hidden Costs in FX Management
All investors experience significant – and often hidden – performance erosion as a result of routine FX trading, whether it’s carried out directly or via external parties. What’s the true cost,
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Railpen Pursues Smart Insourcing
In 2019, RPMI Railpen insourced the majority of factor investing strategies in its equity management programme. It is the latest milestone in a five-year journey towards understanding value for
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Investment Management Fees: Is Competition Working?
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
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What Does “Paying for Alpha” Really Mean?
“Paying alpha fees for beta performance” has become an investor bugbear. This has created a need to differentiate more carefully between outperformance derived from established risk factors and
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Insurer Pioneers New Model for Investment Delegation
Amid the trend towards outsourced investment models such as fiduciary management, outsourced CIO (“OCIO”) and implemented consulting, Coface has developed a different approach – one that lets
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Tackling Hidden Costs in US Private Debt
Private debt investors are increasingly turning towards US opportunities. Yet the structures used by managers can create substantial undisclosed leakage for clients.
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REITs - Sector in Brief
Noting a rise in client demand for REITs, we explore some of the recent developments in this sector and highlight key implementation considerations.
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On the Hunt for Liquid Alternatives
Diversification is a very personal property. The definition of a good diversifier varies with each investor’s existing exposures, liquidity profile and risk tolerance, as well as the market
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DNA of a Manager Search: Infrastructure
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
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DNA of a Manager Search: Commodities
Commodity investment is back in the spotlight. This paper – part of the DNA of a Manager Search series – explores one pension fund’s hunt for an enhanced commodity overlay manager. We hope that
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