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  • Portfolio Solutions – Fee Review, Public Markets

    The client, an Australian pension scheme, was under mounting pressure from the Australian Prudential Regulation Authority (APRA), who is responsible for collecting and publishing the performance and costs of superannuation funds.

  • Designing a Shariah Global Equity Multi-manager Portfolio

    A Middle-Eastern financial institution was seeking to create a new public equities product for its clients with a multi-manager, Shariah-compliant approach. The objective was to design a multi-manager portfolio and provide an

  • Designing a Multi-Manager Equity Portfolio

    A Canadian pension plan was seeking to refine its approach to investing in global equities. After initial review (with bfinance) revealed both known and unknown biases, priorities included: the regional segmentation of the portfolio,

  • Private Markets Portfolio Monitoring

    This investor was seeking to improve their approach to monitoring private markets strategies. Their private markets portfolio consisted of three multi-manager funds (Real Estate, Private Debt and diversified Private Markets), with

  • Designing a Corporate Private Equity Portfolio

    A Belgian corporate was seeking to create a private equity investment unit, making productive use of their strong cash position and bringing potential strategic benefits to the firm.

  • Fixed Income Portfolio Design

    This US wealth manager sought to update its relatively conservative fixed income portfolio in order to meet the investment target of 3-5% per annum nominal returns—a topic that has become particularly pressing for their team in a

  • Fee Benchmarking and Strategic Support

    This UK pension scheme was seeking to benchmark the fees being paid to more than a dozen managers across 20-plus strategies in public markets, alternatives and private markets given the scheme’s rapid growth in assets under management

  • Focused ODD Assessment, Private Equity

    The investor, a German public pension scheme, was conducting a search for a global private equity manager and was in the process of reviewing four finalists ahead of investment. In order to support Operational Due Diligence, they

  • Strategic Portfolio Design, Equities

    The investor, a German public pension scheme, was conducting a search for a global private equity manager and was in the process of reviewing four finalists ahead of investment. In order to support Operational Due Diligence, they

  • Fund Hosting Platform for Public Markets

    An Asian government fund was significantly expanding its international equity allocation and sought support with manager selection, as well as the implementation of an external fund hosting solution to facilitate effective management

  • Operational Due Diligence, US Equity

    The investor, a Dutch corporate pension scheme, was seeking outside support to review the operating environments of four finalist managers for two US equity mandates. The client had historically performed site visits as part of its

  • Portfolio Solutions – Real Estate Liquidity

    This UK wealth manager asked for assistance from bfinance to evaluate potential investments in new real estate sub-asset classes or satellite strategies with the aim of improving the efficiency and holistic liquidity management of its

  • 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

  • Portfolio Solutions – Strategic Asset Allocation

    This client, a Belgian pension fund, sought bfinance’s help in reviewing the appropriateness of its current strategic asset allocation (SAA) relative to its investment objectives.

  • Liquid Alternatives Portfolio Review

    This client, a German insurance company, sought bfinance’s assistance to conduct a review of its conservatively invested liquid alternatives portfolio, which deployed assets in low net exposure and market neutral strategies.

  • Portfolio Solutions – Fee Review

    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.

  • Portfolio Solutions – Fee Review (Competitive assessment and fee negotiation)

    This client, a Dutch private pension scheme, asked bfinance to partner with its in-house investment team to assess the fees paid to its external asset managers and negotiate lower rates.

  • Portfolio Solutions – Private Pension Fee Review

    This client, an Australian pension scheme, sought assistance to conduct a full value-for-money review of the management fees it was paying for investment services.

  • Strategic Asset Allocation and Whole-portfolio Design Review

    The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal investment team’s approach to managing assets—the client wanted an independent assessment of the appropriateness of the internal team’s

  • Risk Management Framework

    This Middle Eastern family office engaged bfinance to design an inaugural risk-management framework for its USD 1.2 billion portfolio and, subsequently, to help implement the new structure.