Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes

The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection – the task of identifying the right products and the right

Although two years have now passed since the Federal Reserve started rapidly hiking interest rates, the likelihood that your hedge fund manager will have a ‘hurdle rate’ for their performance

This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class by hedge funds, traditional asset

Investor appetite for investment grade fixed income grew significantly last year but active managers are coming under scrutiny. This report examines corporate bond manager performance and

Pension regulators around the globe are sending clear messages that investors must strengthen their operational frameworks and that trustees can be held accountable if they do not.

The Dutch pension industry is undergoing seismic shifts. Long-anticipated reforms enacted in July 2023 ushered in a Defined Contribution system that is set to be unique among global counterparts.

More than two decades have passed since the arrival of complementary pension provision in Italy, which brought with it a massive regulatory overhaul. bfinance spoke with Salvatore Casabona to

In the landscape of ‘global’ active equity strategies, the pendulum has—slowly but surely—swung toward strategies that span both developed and emerging markets. Yet how credible are these broader

Thanks to recent guidance from the Charity Commission for England and Wales, UK charities became the latest cohort of institutional investors to receive official endorsement for considering ESG

New manager research from bfinance reveals the proliferation of ‘Emerging Markets ex-China’ equity strategies. This is now becoming recognised as a distinct segment within the equity management

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

Less than a decade after the removal of capital controls that banned pension funds from investing assets overseas, Iceland is now achieving international recognition for the strength and health

The past two years have seen huge growth in the availability of private market strategies that offer some degree of in-built liquidity, such as open-ended funds and diversified multi-manager

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

Next month will mark five years since Velliv (formerly Nordea Liv and Pension, Denmark) left its parent company—the banking group Nordea—to forge a new identity as a member-owned pension

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

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’

Rising interest rates and inflationary forecasts continue to underpin strong demand for Leveraged Loans, thanks in large part to their floating rate characteristics. Yet investors seeking to

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