This US wealth manager sought to update its relatively conservative fixed income portfolio in order to meet the investment target of 3-5% per annum nominal returns—a topic that has become particularly pressing for their team in a

The client, a Bermuda-based reinsurance company, engaged bfinance to conduct a comprehensive review of global trade finance managers—including those with strategies focused on receivables or supply chain finance—with the goal of

This investor previously had a TAA overlay on regional equities and bonds but not on international investments. Here, they sought to extend this approach to the international portfolio—and also consider an FX overlay—in order to drive

This investor sought market-independent strategies which exhibit very limited equity / credit beta (structurally and empirically)—ideally less than 0.1 in normal and stressed equity markets. This investor sought market-independent

The client, a US-based wealth manager, had decided to terminate an existing relationship with an asset management firm due to the departure of a key portfolio manager. The international equity mandate, worth USD50 million, had been

The client, a South African pension fund, was looking to invest up to USD200 million in private equity with exposure to Emerging Markets and was particularly interested in focusing on opportunities in the Asia Pacific (APAC) region.

The client, a US Insurer, was intending to allocate up to USD 50 million to ‘alternative’ real estate sectors in the US through one or more commingled funds. These sectors included residential assets, such as single-family rentals and