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

Investors are placing ever-greater focus on the carbon intensity of their investments, with equity portfolios often first in line for implementation. Yet, while carbon commitments can represent a

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

Through historic market downturns, defensive long-only equity strategies have shown a consistent ability to protect investor capital. Yet recent experiences have prompted questions around

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

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

Asset managers have moved en masse towards adopting Article 8 or 9 designations under the EU’s Sustainable Finance Disclosure Regulation (SFDR) framework, introducing new funds and repurposing

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

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

China A-Shares and All Shares equity managers broadly failed to outperform falling markets in the third quarter of 2021 – a disappointment that may surprise onlookers, given that active managers

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

With the investment industry expecting significant outcomes from COP26 in November, climate risk management and portfolio carbon exposures have never been higher on investors’ agendas.

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

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

Strong returns for the value style are putting value equity managers at the forefront of investors’ minds. This paper examines a sector reshaped by a decade of underperformance.

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

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

Nordic and Dutch investors are shifting the ESG agenda decisively towards ‘impact’ – whether that takes the form of measuring non-financial portfolio outcomes ex post or targeting social and

Although the Low Volatility factor has delivered disappointing results during the Covid-19 era – and active low-volatility equity strategies produced extremely mixed performance outcomes as a