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

The property market correction of 2023-24 marks the fourth significant dislocation in this asset class since 1970. Each prior instance—the early 1970s, the oversupply of the 1980s/early 1990s and

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

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 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’

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

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

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

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

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

Pension fund CIOs often enter their roles wanting to be agents of change, bringing new strategies and new perspectives to their institutions.

The full effects of the pandemic on real estate markets are still unclear. Yet what is already evident is that the impact will not be evenly felt.

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

The second quarter brought a spike of investor interest in REITs – quicker to crash than private real estate, due to the inevitable lag in illiquid asset write-downs, but with a history of strong

The past decade has seen dramatic growth in the listed infrastructure sector, as well as the emergence of hybrid strategies that combine listed infrastructure with REITs. This paper draws on the

Today, investors in many illiquid asset classes are seeking subsectors and asset managers that can defy the overall yield compression of the last five years.