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
$8+ trillion
Advised on
investments exceeding
$270+ billion
  • Engagements: 1,500+
  • Clients: 520+
  • Countries: 45+
  • Offices: 10

White Paper

The climate imperative is driving new practices across all asset classes. Equity portfolios are typically on the strategic front line, thanks in large part to the availability of data that can provide a degree of transparency. This report...


Latest Case Studies

Implementation in focus


Newsletter Sign-Up

Get the latest insights from bfinance

Sign up to our newsletter and receive the latest bfinance insights by email.