The expectation of ‘non-concessionary returns’ has been central to the expansion of the impact equity sector.

Portable alpha mechanisms are gaining renewed interest among institutional investors. By combining capital-efficient beta replication with uncorrelated alpha sources, these structures aim to

bfinance’s quarterly report in May 2025: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

In March 2025, bfinance invited institutional investors to participate in a snap poll conducted in the wake of mounting economic and geopolitical turbulence.

Quality-oriented equity strategies have long been a favourite among institutional investors—but quality indices have struggled to gain traction.

bfinance’s quarterly report in February 2025: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

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,

A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’

bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Diversity (or the lack of) has been a hot topic across the asset management industry for decades. However, a growing number of investors are seeking managers who encourage and display high levels

In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas,

bfinance’s quarterly report in August 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

bfinance’s quarterly report in May 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.

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

bfinance’s quarterly report in February 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

More than two decades have passed since the arrival of complementary pension provision in Italy, which brought with it a massive regulatory overhaul. bfinance spoke with Salvatore Casabona to

bfinance’s quarterly report in November 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

In the landscape of ‘global’ active equity strategies, the pendulum has—slowly but surely—swung toward strategies that span both developed and emerging markets. Yet how credible are these broader