The asset owner appointed bfinance to re-tender the European and Global equity sleeves of a multi-manager, multi-regional fund as part of a prudent governance exercise.

A prominent public sector pension fund sought support in conducting a thorough ODD assessment of an existing investment in a European Core Plus Real Estate strategy. The manager in question had extended the fund’s investment period on

The superannuation fund wanted to review the management fees they were paying for investment services considering the performance achieved, with the aim of securing better commercial terms. While the fund had been invested with many

The asset owner, a Nordic private pension plan, was seeking one global ESG equity manager to complement their existing global equity allocation. The investor was open to all management and investment styles. The investor required a

The internal investment team of a large UK insurance company was looking to make an allocation to a venture capital fund and required a detailed ODD review to support the Investment Committee in approving the investment. Robust

A UK pension fund appointed bfinance to support them in the review and potential reconfiguration of its active global equity and multi-asset credit portfolios.

A Swiss foundation engaged bfinance to assist its investment team with a strategic review of its global listed infrastructure and REITs portfolio. The foundation's current portfolio includes two managers for infrastructure and two for

A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA) tailored to the needs of multiple generations within the family.

A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic Asset Allocation (SAA) and broader investment strategy.

A reinsurer was looking to increase its allocation to multi-asset credit and took the opportunity to review (and potentially replace) its incumbent manager.

A large UK corporate pension scheme appointed bfinance to conduct a deep dive ODD assessment of one of its long-standing asset manager relationships due to escalating concerns, including negative press headlines regarding that

The investor was looking to upgrade their sustainable ESG offering to a stronger impact proposition which could demonstrate positive impact contributions across multiple sustainable development goals, measurable additionality, strong

The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity solutions, to be be managed in a segregated account structure (‘Discretionary Portfolio Management’ account).

The client, a prominent Italian private pension investor, was seeking at least one pan-European equity manager to complement their existing European equity allocation.

The client, a Middle-Eastern financial institution, sought support for reviewing and creating its Shariah-compliant Investment Policy Statement (‘IPS’), Strategic Asset Allocation and risk management framework.

The investor, a Canadian pension plan, engaged bfinance to reassess the design of their existing equity portfolio, with the aim to suggest fresh approaches that would be diversified across risk factors and geographies and provide a

In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset Allocation (SAA) for its new asset portfolio.

A UK-based Charity was seeking support for evaluating their current investment approach and strategic asset allocation.

A Northern-European endowment organisation engaged with bfinance to review its strategic approach for foreign currency hedging as part of its governance procedures.

This Canadian investor was seeking to manage their non-CAD exposures through a dynamic (non-passive) currency overlay, with an emphasis on risk management as opposed to 'currency alpha'.