• Strategic review of FX hedging policy

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

  • Social Impact in Real Estate

    This investor, a local government pension fund, was looking to invest GBP 45 million in Private Market strategies with high social impact—a new, dedicated impact allocation separate from its broader portfolio.

  • 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

  • Portfolio Solutions – Real Estate Liquidity

    This UK wealth manager asked for assistance from bfinance to evaluate potential investments in new real estate sub-asset classes or satellite strategies with the aim of improving the efficiency and holistic liquidity management of its

  • Infrastructure and Inflation Sensitivity

    An international non-life insurer/re-insurer with a growing book of assets sought to identify suitable infrastructure managers as part of their first allocation to private market investments.

  • Global Equity – Thematic ESG & Impact

    The client, an Italian pension fund, was looking to make an inaugural equity investment in an impact equity strategy or a thematic equity strategy focused on environmental, social and governance (ESG) issues.

  • Fixed Income – US Short Duration High Yield

    This UK-based international property and casualty insurance group was seeking to invest USD140 million with one manager running a US-centric short duration, high yield bond portfolio. The insurer wanted to target BB-rated bonds

  • 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.

  • Liquid Alternatives Portfolio Review

    This client, a German insurance company, sought bfinance’s assistance to conduct a review of its conservatively invested liquid alternatives portfolio, which deployed assets in low net exposure and market neutral strategies.

  • Real Assets – Timberland

    This client, a German private sector pension fund, was looking to gain global exposure to a specific real asset: timberland. Since the allocation was the client’s first to this sector, the manager search process involved helping the

  • Tactical Asset Allocation and Currency Overlay

    This investor previously had a TAA overlay on regional equities and bonds but not on international investments. Here, they sought to extend this approach to the international portfolio—and also consider an FX overlay—in order to drive

  • Portfolio Solutions – Fee Review (Competitive assessment and fee negotiation)

    This client, a Dutch private pension scheme, asked bfinance to partner with its in-house investment team to assess the fees paid to its external asset managers and negotiate lower rates.

  • ESG/Impact Maritime Leasing

    The client, a UK endowment fund with strong environmental, social and governance (ESG) credentials, was looking to further diversify its existing infrastructure programme. The endowment’s investment team had identified maritime leasing

  • Private Equity – Asia Pacific

    A German pension fund was seeking to complement an existing private equity allocation in Asia Pacific (APAC) by dedicating EUR50 million to a new mandate. The client was seeking to invest in a pooled direct fund and had a targeted

  • Emerging Markets Private Equity

    The client, a South African pension fund, was looking to invest up to USD200 million in private equity with exposure to Emerging Markets and was particularly interested in focusing on opportunities in the Asia Pacific (APAC) region.

  • Impact Real Estate – Social Housing

    The client, a UK endowment, was looking to allocate GBP 20 million to Impact Real Estate, focusing on affordable housing. Although the client indicated a minimum return requirement of 8% per annum, its management team wanted to

  • Core Fixed Income

    The client, a European multinational property and casualty (P&C) insurer, was looking to re-tender a multi-billion-dollar, multi-currency fixed income portfolio invested in high-quality, short-duration bonds to new asset managers and

  • Global Value Equity

    The client, UK private pension fund, was recalibrating its approach to value investing given its view that ‘deep value’ had become too cyclical and volatile, with technological disruption and innovation across many industries

  • ESG Passive Equity

    The client, a Dutch private pension fund, was reorganizing and consolidating its equity allocation, moving from a mix of active and enhanced index exposures to a fully passive equity portfolio. The management team was making this shift