• Focused ODD Assessment, Private Equity

    The investor, a German public pension scheme, was conducting a search for a global private equity manager and was in the process of reviewing four finalists ahead of investment. In order to support Operational Due Diligence, they

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  • Portfolio Solutions – Strategic Portfolio Design, Real Estate and Infrastructure

    This German endowment fund engaged bfinance to review its current real estate and infrastructure holdings and set out a new strategic direction for the portfolio—one that would complement its existing holdings and grow with the

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  • Liquid Alternatives Portfolio Review

    This client, a German insurance company, sought bfinance’s assistance to conduct a review of its conservatively invested liquid alternatives portfolio, which deployed assets in low net exposure and market neutral strategies.

  • Real Assets – Timberland

    This client, a German private sector pension fund, was looking to gain global exposure to a specific real asset: timberland. Since the allocation was the client’s first to this sector, the manager search process involved helping the

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  • Private Equity – Asia Pacific

    A German pension fund was seeking to complement an existing private equity allocation in Asia Pacific (APAC) by dedicating EUR50 million to a new mandate. The client was seeking to invest in a pooled direct fund and had a targeted

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  • Real Estate - Nordics

    A German pension fund with considerable expertise in real estate lacked expertise in a specific niche market (Nordics) and wanted to unearth strong real estate managers covering that region. The €50m planned investment was doubled by

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  • Smart Beta

    This German investor sought to invest EUR 100m starting volume with a target volume of EUR 250m in a multi-factor smart beta strategy.

  • Municipal Bonds

    This German institutional investor wished to invest USD 50 million in Municipal Bonds via a fund-of-one. We sought strategies featuring primarily Taxable munis (maximum 20% tax exempt), low exposure to high yield (maximum 5%) and

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