Institutional investors are increasingly embracing ‘alternative’ real estate sectors—such as data centres, life sciences, cold storage and manufactured housing—as they seek differentiated sources

With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider

Four years ago, Listed Real Assets (LRA) boasted some of the strongest long-term risk-adjusted returns of any asset class. However, just as LRA was gaining industry recognition as a defined

The year 2023 brought a slowdown in fundraising across private infrastructure funds – and private markets more broadly.

Strong market fundamentals and climate impact potential have driven a surge in institutional investor demand for ‘natural capital’ such as timberland, agriculture and ‘nature-based solutions.’

The number of Shariah-compliant private market solutions has boomed in recent years, supporting investors that seek to improve risk diversification and reduce regional concentration. This brief

The ‘DNA of a Manager Search’ series seeks to provide investors with practical insight on implementation through the lens of real-life examples. Here, a UK LGPS fund carves a new ‘impact’

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

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

When it comes to selecting and working with external asset managers, larger asset owners have a dual responsibility—says Majdi Chammas of Första AP-Fonden (AP1), one of Sweden’s four pension

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

Although infrastructure is renowned as an inflation-sensitive asset class, the reality varies greatly depending on the strategy type and asset-level specifics. Not all ‘inflation-linkage’ is

Since the pandemic began, developments in the shipping sector have reverberated across the global economic landscape. Looking ahead, regulatory requirements around carbon emissions will drive

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

With a clear trend towards impact-oriented investment activity among bfinance’s global client base, the bfinance research team recently held an investor training seminar focusing on illiquid

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

As the global economy emerges from the shadow of COVID-19, demand for infrastructure has surged among bfinance clients.

Amid the seemingly never-ending ‘hunt for yield’, high return real estate debt strategies are attracting investors’ attention.

The renewable energy infrastructure landscape is evolving rapidly, as are asset managers’ strategies. This paper illustrates key developments, including case studies of recent manager

With diversity becoming an increasingly visible priority for investors, how do asset managers measure up? In this article we take a closer look at infrastructure managers, where recent searches