Asset class coverage:
fixed income

bfinance’s fixed income services

Supporting fixed income manager selection

Our fixed income specialists offer hands-on, tailored support throughout the manager selection process. We work with a wide range of clients—from insurers with strict balance sheet requirements to family offices seeking innovative strategies or enhanced yield.

Fixed income investing often involves specific constraints, such as:

• Credit quality or duration limitations
• Regulatory or accounting requirements
• Liability-matching or capital preservation goals
• Risk controls tailored to institutional mandates

We help clients:

• Identify both pooled funds and bespoke separately managed accounts
• Access opportunities that may not be available “off the shelf”
• Compare fixed income fund managers based on investment approach, performance, cost, and fit

ESG integration in fixed income strategies

The fixed income team is supported by our dedicated ESG advisory unit, ensuring a rigorous approach to assessing managers' investment processes and ESG capabilities. Read more about ESG in Manager Research.

We offer:

• ESG data insights from across the fixed income manager universe
• Assessment of green bond frameworks and sustainable bond portfolios
• Research on emerging ESG-labelled instruments and evolving best practices

This supports clients who wish to align fixed income portfolios with sustainability goals without compromising on returns.

For manager research in related asset classes, we provide cross-team support alongside relevant Private Markets, Multi Asset and Equity specialists. In all cases, the firm’s Operational Due Diligence unit is available to support implementation where required.

Strategic asset allocation and portfolio design

In portfolio design and strategic asset allocation, our fixed income specialists support the bfinance Portfolio Solutions team in developing high-quality analysis of clients’ fixed income exposures, credit strategies currently being used and the overall asset mix. This provides a strong, practical ‘bottom-up’ perspective of the current availability/attractiveness of various bond strategies, complementing ‘top-down’ analysis.

This dual approach ensures that investors’ fixed income portfolios are both strategically sound and operationally effective.

Monitoring and fee reviews

Our team supports clients with ongoing fixed income performance monitoring, ensuring managers remain aligned with benchmarks, mandates, and market conditions. We offer:

• Independent performance attribution and peer comparisons
• Live insights into market drivers and pricing trends
• Practical fee benchmarking and negotiation support to ensure cost efficiency

These reviews not only improve transparency but also help institutional investors identify underperformance early and act proactively.

Why work with us?

• Seamless integration: We act as an extension of your team, providing the expertise and resources you require precisely when you need them.
• Expertise across fixed income markets – from government bonds to structured credit and ESG-labelled bonds.
• Custom portfolio design – aligned with your goals, risk profile, and regulatory needs.