• Strategic Investment Review

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

  • Portfolio Solutions – Strategic Asset Allocation

    This client, a Belgian pension fund, sought bfinance’s help in reviewing the appropriateness of its current strategic asset allocation (SAA) relative to its investment objectives.

  • Strategic Asset Allocation and Whole-portfolio Design Review

    The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal investment team’s approach to managing assets—the client wanted an independent assessment of the appropriateness of the internal team’s

  • Sharia-compliant Strategic Asset Allocation

    A Saudi Arabian endowment sought to revamp its investment policy statement to reflect its evolving financial goals—and then develop a Shariah-compliant strategic asset allocation (SAA), accompanied by a multi-year deployment plan, to