Why bfinance

Strategy development. Investment implementation. Monitoring and benchmarking. We help asset owners to achieve their specific goals.
Why work with us

INVESTOR SURVEY REPORT

Snap Poll: What are investors thinking now?

Institutional investors around the globe shared how they are responding to pressing geopolitical and macroeconomic developments. With 418 investors from 39 countries taking place at the end of the first quarter of 2022, the findings reveal significant shifts underway.

Find out more

Our Services

Implementation matters

More about bfinance

Award-winning investment consultancy firm with a global reach

01

What we do

bfinance works for asset owners around the globe to support all aspects of investment activity, from portfolio design and fund manager selection to fee benchmarking and performance monitoring.

02

Who we help

Established in 1999, bfinance has worked for more than 450 institutional clients across 43 countries, operating out of ten international offices. The firm has been recognised with numerous industry awards for innovation and investment consultancy.

03

Who we are

bfinance is committed to supporting investors’ best interests and promoting a corporate culture of social responsibility.

04

Meet the team

Dedicated investment researchers covering the full spectrum of traditional and alternative asset classes. Regional client consultants in 10 global offices.

What's new

Publications, events and company news.

Latest Case Studies

Implementation in focus

01

Private Credit – Trade Finance

The client, a Bermuda-based reinsurance company, engaged bfinance to conduct a comprehensive review of global trade finance managers—including those with strategies focused on receivables or supply chain finance—with the goal of investing at least EUR 200 million (and possibly as much as EUR 600 mil...

02

Strategic Portfolio Design, Equities

This pension plan was seeking to re-evaluate their equity portfolio and engaged bfinance after their retained consultant was unable to provide appropriate support. bfinance had previously aided this client with an ad hoc manager selection project (US Value ESG).

03

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.

04

Fund Hosting Platform for Public Markets

An Asian government fund was significantly expanding its international equity allocation and sought support with manager selection, as well as the implementation of an external fund hosting solution to facilitate effective management and oversight of the US$ 4 billion equity portfolio. This case stu...

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Contact

Get in touch with the team.

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