A flexible approach to

Investment advisory services

Since 1999, bfinance has been a trusted partner, offering comprehensive investment advisory services to asset owners worldwide. Our dedicated teams provide a wide range of specialised solutions, including manager research and selection, ESG advisory, strategic asset allocation, risk solutions, and more. From strategy to implementation, we tailor our services to fit your unique needs.

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Investment advisory solutions

Our range of services can fit together as part of a tailored solution, or function independently to fit our clients’ needs

Strategic asset allocation Optimisation of long-term asset mix driven by detailed asset-liability balance sheet simulation ‘Real-world’ risk analysis, scenario analysisConsultative approach leveraging market- leading software Customised portfolio designQuantitative and qualitative portfolio constructionImplementation planning Portfolio design Operational due diligence Full-scope pre-investment operational due diligence evaluationsFocused operational risk assessmentsTailored ongoing monitoring support Fee reviews In-depth evaluation of asset manager fees and value for moneyPeer grouping, performance decomposition, market competitiveness review, transaction pattern analysis, hidden costsProven negotiation execution Risk solutions Institutional-quality risk framework designHarmonised portfolio risk monitoringFully customised, board-ready risk reporting Monitoring Customised monitoring of managers, asset classes or full portfolios; light-touch or high-touch as neededHeightened transparency with quantitative and qualitative insightESG oversight, health check/ongoing monitoring Dedicated specialists Liquid markets Private markets Manager research and selection End-to-end support with manager selectionComprehensive coverage with senior specialists across all asset classesHighly customised, client-led process with exceptional transparencyDedicated ESG analysis EquityFixed incomeDiversifying strategies (hedgefunds, multi-asset, risk premia, overlays and more) InfrastructureReal estatePrivate equityPrivate debtNiche real assets (e.g. timberland) ESG advisory ESG/RI training, belief setting and policy developmentRI approach development and implementation Climate change strategy and net zero objective settingImpact investing and monitoring Oversight Implementation Strategy

A unique approach to investment advisory

At bfinance, we bring a distinctive approach to investment advisory, leveraging our extensive experience in manager search and selection. Our team consists of experts from diverse backgrounds in portfolio management, research, academia, and consultancy, providing you with interdisciplinary insights.

Our Core Principles:

Control - Our ethos in investment advisory services is to work as a true extension of your team.

Control. We work as an extension of your team, providing the expertise and resources you need, precisely when you need them.

Customisation - Every investment advisory client is unique.

Customisation. Each client is unique, and we tailor our research and advice to align with your specific objectives and in-house team's capabilities.

Clarity - Our investment advisory solutions offers full transparency

Clarity. We believe in transparency, offering clear communication and full visibility to support strong governance and decision-making.

Investment advisory solutions for a diverse range of clients:

We are dedicated to delivering the best possible outcomes for our clients and their stakeholders, including pensioners, universities, charities, businesses, families, and nations. Our custom-tailored investment advisory services cater to pension funds, endowments, foundations, family offices, sovereign funds, and insurers globally, empowering investors with flexibility and specialist expertise.

Pension Funds

We serve a diverse range of pension funds worldwide, offering solutions for both defined benefit and defined contribution portfolios.

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In today's lower-rate environment, we focus on providing best-in-class asset management expertise to insurance companies.

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Endowments & Foundations

We understand the unique challenges faced by university endowments and charitable foundations.

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Family Offices

Our flexible service offerings are tailored to meet the specific needs of single and multi-family offices.

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Wealth Managers

In an increasingly competitive market, we assist wealth managers in enhancing their product offerings and capabilities.

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Sovereign Funds

We support state and official institutions, including central banks, sovereign wealth funds, and government pension funds.

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Sharia Investors

Our team collaborates with Sharia investors globally, serving clients in the Middle East, South-East Asia, and Australia.

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Is your portfolio prepared for today's complex financial markets?

Are you prepared to navigate the dynamic complexities of today's financial markets? Institutional investors currently grapple with an unparalleled set of challenges in financial markets and macroeconomic conditions.

Asset owners encounter substantial obstacles on their journey to achieve investment objectives, requiring adept handling of an unprecedented risk climate. The diverse range of accessible asset classes requires specialised expertise, particularly in private market and alternative investments. Sustainable and impact investing landscapes are evolving, and regulations are constantly changing.

Achieve your investment objectives with our customised solutions:

Tailored Approach:

We provide custom solutions for different investors with varied priorities and needs.

Resilience and Opportunity:

Our advisory services help you assess future scenarios and identify attractive opportunities while mitigating risks.

Selecting the Right Partners:

We assist in choosing asset managers that align with your portfolio's unique requirements and target exposures.

Future-Proofing Investment Strategies:

In an ever-changing landscape, we help you review and refine your investment strategies for continued success.

Leading in Sustainability:

Stay ahead with innovative ESG strategies and monitoring, tailored to your evolving beliefs and policies.

Maximizing Value:

Our benchmarking and cost analysis help you achieve savings without compromising on your strategic goals.

How can we help you?

Connect with one of our investment specialists today and let us know how we can help.


Meet the team

bfinance is defined by the integrity, commitment and expertise of our staff.

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Case studies

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