A leading provider of

Investment consulting services

Since 1999, bfinance have been providing investment consulting services for asset owners around the globe. From implementation to strategy development and portfolio oversight/optimisation, our specialist teams can offer a range of investment consultancy services including manager research and selection, operational due diligence, ESG advisory, strategic asset allocation, portfolio design, portfolio monitoring, risk solutions and fee reviews.

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Investment consulting services overview

Designed to fit together or function independently, targeting clients’ specific 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 different approach to investment consultancy

Our investment consulting philosophy is built upon our extensive experience in manager search and selection. With senior staff drawn from portfolio management, research and academia as well as consultancy, the firm combines practitioner experience with interdisciplinary capability.

Control - Our core philosophy in investment consulting is to work as a true extension of your team.

Control. Our core philosophy is to work as a true extension of your team. Access the expertise, processes and resources that you need – when you need them. Stay in the driving seat.

Customisation - Every investment consultancy client is unique.

Customisation. Every client is unique. Establish specific priorities and parameters. Get research that is based on the objectives, needs and skills of your in-house team.

Clarity - Our investment consulting service offers full transparency

Clarity. Transparency lies at the heart of strong governance. Full visibility and clear, board-friendly communication provide a robust audit trail for key decisions.

Who we support

Our investment advisory seeks to support our clients in delivering the best possible outcomes for the stakeholders that count on them: pensioners, universities, charities, businesses, families, nations and others. The firm provides customised investment consulting to pension funds, endowments, foundations, family offices, sovereign funds and insurers globally. We seek to put power in investors’ hands through genuine flexibility, specialist expertise and a team that acts as an extension of our clients’ resources.

Pension Funds

bfinance works with an extremely diverse range of pension funds all around the world: public and corporate, defined benefit and defined contribution, with portfolios ranging from less than a billion US dollars to well over 100 billion.

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With investment returns proving increasingly important to insurance companies in today’s lower-rate world, bfinance focuses on bringing best-in-class asset management expertise to our insurance clients.

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Endowments & Foundations

Each university endowment and charitable foundation is unique, with specific liabilities, funding arrangements, relationships and missions to consider.

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Family Offices

The bfinance team supports single family offices and multi family offices around the globe with an exceptionally flexible service offering tailored to your needs.

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Wealth Managers

Amid an increasingly competitive and price-conscious market, wealth managers are innovating in order to enhance product offerings, develop capabilities and grow market share.

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Sovereign Funds

We support state/government/official institutions around the globe, including central banks, sovereign wealth funds, government pension funds and development funds.

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Sharia Investors

The bfinance team works with Sharia/Shariah investors around the globe. We have Islamic clients located in the Middle East, South-East Asia and Australia.

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Is your portfolio ready for the evolving complexities of today's financial markets?

Institutional investors are now grappling with an unprecedented set of challenges across financial markets and macroeconomic conditions. Asset owners face significant obstacles on their path to achieving their investment goals and must navigate a risk climate that is quite unlike any we have seen before.

Moreover, the range of potentially accessible asset classes and sub-sectors has never been more complex and diverse. Many of these asset classes require differentiated specialist expertise in order to deliver successful outcomes. Private market and alternative investment strategies—and ways of accessing them—are changing rapidly. The landscape of sustainable investing and impact investing is evolving continually and regulations are in flux.

Achieving specific objectives

Investors across defined benefit pensions, defined contribution pensions, endowments, foundations and charities, insurance companies, wealth managers, family offices, central banks/SWF and others bring very different priorities and needs—which vary further depending on country, size and current status. Investors need customisation and expertise on their issues, not ‘one size fits all’ advice.

Delivering resilience and seizing opportunity

Evolving macroeconomic and market conditions make it essential for investors to assess the potential impact of future scenarios on your ability to fulfil your investment objectives. Furthermore, investors are seeking to investigate particularly attractive opportunities in the current climate or devising strategies to mitigate risk exposure.

Selecting asset managers that generate outperformance

Investors need partners that are not just the ‘best’ but represent the ‘best fit’ for their portfolios given the specific needs and targeted exposures in each case. Clients seek detailed, highly customised research and a competitive process to provide highly attractive fees.

Reappraising investment strategies for the future

Portfolios that have been strategically designed to produce returns based on historic, backward-looking data are now undergoing severe trials. Asset owners must undertake a rigorous review of their investment strategies.

Leading the way on sustainability

With a rapidly changing menu of data, methodologies and strategies, investors must pursue not just ‘best practice’ but innovation. Clients seek to refine their ESG beliefs, develop effective policies, implement strategies and deliver clear monitoring on key ESG issues.

Improving ‘value for money’

With an ongoing lack of transparency and genuine comparability across different cost factors, it is important for investors to pursue high quality benchmarking and deliver savings or efficiencies wherever they are achievable without sacrificing 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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