A German pension and insurance plan engaged bfinance to review and refine their portfolio. The organisation manages a substantial, multi-billion EUR portfolio, composed of domestic and international fixed income strategies alongside a

A Saudi family office engaged bfinance to design a Strategic Asset Allocation (SAA) to address their specific challenges and support long-term financial sustainability.

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.

The asset owner sought a biodiversity focused fund to align its investment strategy with environmental stewardship while achieving competitive financial returns.

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

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.

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 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

The investor, a European public pension fund, was keen to conduct a review of their international equity portfolio, which included a roster of external active and passive managers.

A Middle-Eastern financial institution was seeking to create a new public equities product for its clients with a multi-manager, Shariah-compliant approach. The objective was to design a multi-manager portfolio and provide an

A Canadian pension plan was seeking to refine its approach to investing in global equities. After initial review (with bfinance) revealed both known and unknown biases, priorities included: the regional segmentation of the portfolio,

This investor was making their first allocation to global small-cap equities and willing to consider any investment approach (systematic or discretionary) and any style, with a preference for an unconstrained investment mindset rather

The client, a large government-linked investor in South East Asia, was seeking to restructure its exposure to global emerging markets (EM) equities. With its EM equity portfolio entirely invested in passive funds, the client was

The client, a prominent Middle Eastern asset manager, was seeking to invest in Shariah-compliant global and broad regional equity strategies—irrespective of investment style—to play a satellite role within its newly launched global

The client, a large Middle Eastern financial institution, was seeking to build a Shariah-compliant global multi-asset class fund with the listed equity sleeve managed by a diversified roster of external fund managers.

The client, a Middle Eastern financial institution, was seeking managers with proven experience investing in Shariah-compliant Saudi equities, necessitating fairly strict requirements on minimum track record (>5 years) and assets under

This investor, an Asian financial institution, recognized that it had a material underweight to Real Estate and wanted to look at appointing a top-tier manager or managers to assist in the diversification of its exposure.

This investor sought to switch from passive strategies towards active management, with the primary driver being the inability to meet their ESG-related objectives through passive strategies.