• Operational Due Diligence, Multi-Asset Credit

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

  • Operational Due Diligence, Real Estate

    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

  • Focused ODD Assessment, Private Equity

    The investor, a German public pension scheme, was conducting a search for a global private equity manager and was in the process of reviewing four finalists ahead of investment. In order to support Operational Due Diligence, they

  • Operational Due Diligence, US Equity

    The investor, a Dutch corporate pension scheme, was seeking outside support to review the operating environments of four finalist managers for two US equity mandates. The client had historically performed site visits as part of its