This French pension fund sought to assess the suitability of the current SAA relative to the objective of delivering a 1% real return over a 15-year horizon. Imminent internal deadlines required an accelerated three-week timeframe for

This client, a Belgian pension fund, sought bfinance’s help in reviewing the appropriateness of its current strategic asset allocation (SAA) relative to its investment objectives.

The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal investment team’s approach to managing assets—the client wanted an independent assessment of the appropriateness of the internal team’s

A Saudi Arabian endowment sought to revamp its investment policy statement to reflect its evolving financial goals—and then develop a Shariah-compliant strategic asset allocation (SAA), accompanied by a multi-year deployment plan, to