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Diversifying strategies manager searches
Multi asset manager research
In Manager Research and Selection, we help investors to fulfil a wide range of portfolio objectives through multi asset strategies. A highly customised full-market procurement process places investors’ risk/return needs in the driving seat, as well as other criteria ranging from regulatory requirements to ESG integration. This approach to manager research is particularly helpful in the multi asset sector, cutting through an extremely varied strategy universe and maximising managers’ ability to propose customised solutions in response to clients’ stated objectives if they are able to do so.
Read more about ESG in Manager Research.
The majority of multi asset manager searches are led by the Diversifying Strategies group but many involve cross-team support with, Equity, Fixed Income and Portfolio Design specialists. The firm’s Operational Due Diligence unit is also available to support implementation.
Optimising multi asset portfolios
In Portfolio Design and Strategic Asset Allocation, multi asset specialists support the bfinance Portfolio Solutions team in their analysis of clients’ exposures and strategies being used. This provides a strong, practical, ‘bottom-up’ perspective of the current availability/attractiveness of multi asset strategies, complementing ‘top-down’ analysis and aiding the development of workable solutions that will be efficient to implement in practice.
The ESG Advisory group has a strong overlap with the broader investment research team, with multi asset specialists providing relevant inputs based on the latest manager ESG data as well as insight on specific Impact or ESG-thematic strategy types.
Multi asset researchers also support Monitoring and Fee Reviews with live industry insights on relative performance drivers and pricing developments, as well as practical negotiation experience.
Latest case studies
Market-Independent Absolute Return
This investor sought market-independent strategies which exhibit very limited equity / credit beta...
Multi-Asset Absolute Return and Risk Parity
An Asian institutional investor was seeking to invest US$200 million in a segregated mandate which...
Multi Asset Total Return
An Asian institutional investor was seeking to invest US$200-300 million in segregated...
Multi Asset Credit
A UK LGPS was seeking to invest up to £80 million (US$105 million) in a multi asset credit...
Latest insights from the team
What our clients say
They are as near to perfection as they can be. If you ask them to do something, they do it quickly. I find them very helpful.
They have experts that knock your socks off. They have true experience. They're the experts. This is what you don't get in other consultants.
My experience working with bfinance has been absolutely positive. We have been working with them for several years which attests to the professionalism and timeliness of the whole team.
They listen to the client and they match their needs. They tailor their solutions and are flexible to find something that works for you.
