As the global pandemic unfolds, 368 investors representing $11 trillion in assets share their lessons learned, key portfolio changes and expectations for the year.

In Late-July 2020, bfinance clients and other investors joined the research team (virtually, of course!) for a recap of active manager performance, portfolio positioning and investor activity in

With Equity Long/Short Strategies receiving greater attention from bfinance clients amid current market conditions, this educational research note outlines key sub-strategies and historic

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

On April 22nd, more than 300 investors around the globe joined the bfinance research team (virtually) for a session dissecting manager performance through the crisis so far.

Institutions have increasingly turned to multi-asset strategies – now a diverse menu – for the promise of diversification and a more “all-weather” return profile.

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

The quest for diversification plus returns is not an easy one in today’s investment climate: many strategies that provide low correlation with equities are falling short on performance. The

Event Driven strategies provide diversification through exposure to company-specific – as opposed to market – risk. Yet today’s climate raises questions about opportunities and sub-strategies.

Inspired by risk parity strategies and illiquid-focused endowments, Australia’s second largest superannuation fund is pioneering a radically different approach.

The see-sawing stock markets of 2018-19 provide an interesting window in which to examine the performance of “diversifying strategies.”

After a troubled 2018, 2019 proved to be a far better year for hedge funds and alternative risk premia. Yet the “diversification” question remains top-of-mind – and problematic.

Which bfinance papers and articles received the highest number of views and downloads in 2019?

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

Derivatives-based overlay strategies to protect against equity losses have become increasingly popular through the past twelve months among bfinance clients. The decision to apply a more explicit

This year has been something of a rollercoaster for traditional markets, particularly equities, following a period of sustained low volatility and positive returns.

Diversification is a very personal property. The definition of a good diversifier varies with each investor’s existing exposures, liquidity profile and risk tolerance, as well as the market

Have enhanced (active) currency overlays outperformed static currency hedging in recent years? Based on our most recent manager analysis the answer appears to be “yes.”