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    Investor Spotlight: Social Impact in Focus for Italian Bank Foundations

    Investor Spotlight: Social Impact in Focus for Italian Bank Foundations

    Outsourced CIO (OCIO) - Sector in Brief

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    Private Equity Secondaries - Sector in Brief

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  • Portfolio Solutions – Fee Review, Public Markets

    The client, an Australian pension scheme, was under mounting pressure from the Australian Prudential Regulation Authority (APRA), who is responsible for collecting and publishing the performance and costs of superannuation funds.

  • Fee Benchmarking and Strategic Support

    This UK pension scheme was seeking to benchmark the fees being paid to more than a dozen managers across 20-plus strategies in public markets, alternatives and private markets given the scheme’s rapid growth in assets under management

    ...
  • Portfolio Solutions – Fee Review

    A UK foundation aimed to identify a core multi-manager hedge fund product, targeting cash plus 4-6% and diversification against traditional exposures in their portfolio.

  • Portfolio Solutions – Fee Review (Competitive assessment and fee negotiation)

    This client, a Dutch private pension scheme, asked bfinance to partner with its in-house investment team to assess the fees paid to its external asset managers and negotiate lower rates.

  • Portfolio Solutions – Private Pension Fee Review

    This client, an Australian pension scheme, sought assistance to conduct a full value-for-money review of the management fees it was paying for investment services.

  • Fee review, tailored benchmarking

    This investor engaged bfinance to benchmark the fees paid to their external investment managers. As part of the value-for-money analysis, bfinance created tailored benchmarks for each manager.

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