bfinance’s quarterly report in November 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Active currency overlays and ‘currency for alpha’ managers struggled for much of the ‘ZIRP’ era. Now, divergence between major currencies has brought heightened FX risk for investors – but also

With around 15% of the portfolio in ‘liquid alternatives’ such as hedge funds and a full 45% in ‘alternative investments,’ the £14 billion (US$17 billion) TfL Pension Fund has made

The ‘Outsourced Chief Investment Officer’ (or ‘OCIO’) investment model is on the rise. Market volatility, increased portfolio complexity and growing regulatory burdens are encouraging the trend

bfinance’s quarterly report in August 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Increasingly troubling news—from wildfire damage to sea temperature anomalies—continues to remind us about the urgency of action on climate change.

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

Powerful forces have supported the growth and evolution of multi-manager models for ‘alternative’ investing over the past fifteen years.

bfinance’s quarterly report in May 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Multi-strategy hedge funds are currently under the spotlight following recent strong performance. However, with more than 1000 providers now self-defining themselves as ‘multi-strategy hedge

Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge fund counterparts in other strategies–thanks largely to the groundwork laid by the long-only

bfinance’s quarterly report in February 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Fewer than a quarter of institutional asset owners invest directly in commodities, according to the latest bfinance Global Asset Owner Survey. Most do not have explicit exposure to this famously

Asset owner data from bfinance’s biennial Global Asset Owner Survey: Traps and Transitions reveals key differences

‘Divergent’ or ‘convex’ hedge fund strategy indices posted average returns of nearly 10% through the first three quarters of 2022. Even small allocations to these strategies have provided

bfinance’s quarterly report in November 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

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’

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

Global macro hedge funds have produced outstanding returns through recent turmoil in equity and bond markets. An educational briefing covers strategy types, asset allocation approaches,

The first half of 2022 saw Alternative Risk Premia (ARP) strategies deliver—at last— meaningful positive returns during an equity market downturn. This result is of major significance for a group