Service overview

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

Strategy

We help clients to optimize their long-term asset allocation.

Implementation

The bfinance model puts investors in the driving seat of a powerful and proven process.

Oversight

Analysis available at every level of your portfolio.

Asset class coverage

Providing support across liquid and private markets.

bfinance works for asset owners around the globe on the implementation of investment strategy.

From fund manager research and selection to portfolio design and monitoring. There is no “one size fits all.” Every service is designed around each investor’s resources, requirements and relationships.
For clients
with total assets in excess of
$9+ trillion
Advised on
investments exceeding
$290+ billion
  • Engagements: 1,700+
  • Clients: 580+
  • Countries: 45+
  • Offices: 11

Article

Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time, investors appear increasingly reluctant to...


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