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bfinance werkt voor vermogensbezitters over de hele wereld aan de implementatie van beleggingsstrategieën.
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Investor Spotlight: AIMCo CIO Goes for ‘Game-changing’ Business Transformation
A major shift is underway at Alberta Investment Management Corporation. The provincially-owned investment manager has commenced a comprehensive overhaul of systems that will support ‘total portfolio management’ for each of the...
LAATSTE CASESTUDIES
Uitvoering in beeld
Recent Case Studies - Home Page (non-Sharia)
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...
Global Impact Equity
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...
Global Shariah Equity
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’...
European Equity
The client, a prominent Italian private pension investor, was seeking at least one pan-European equity manager to complement their existing European equity allocation.
Strategic Asset Allocation
The client, a Middle Eastern insurance company, sought to refine its Shariah-compliant strategic asset allocation (SAA).
Policy and Strategic Asset Allocation support
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...
Equity Portfolio Design
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...
Strategic Asset Allocation
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset Allocation (SAA) for its new asset portfolio.
Strategic Investment Review
A UK-based Charity was seeking support for evaluating their current investment approach and strategic asset allocation.
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.
Currency Overlay
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'.
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