The bfinance model puts investors in the driving seat of a powerful and proven manager research process. There are no buy lists: the only criteria are the ones set with our clients. Full coverage of the manager universe creates true competition and provides broader choice, from household names to emerging strategies. Asset class specialists and a team of analysts act as an extension of the investor’s team.
WHAT OUR CLIENTS VALUE
Control. Stay in the driving seat with continuing flexibility and additional resources when you need them. Adjust objectives and process to suit your needs. Negotiate with a stronger hand.
Customisation. Establish unique priorities, adapt projects to suit the skills of your in-house team, ensure the widest choice of providers, define ESG parameters.
Clarity. Full transparency on method and analysis so that decisions can be justified with a robust audit trail. Visibility and validation underpin strong governance.
bfinance gave us feedback at every stage of the process and listened to our input. I liked that it was not ‘a closed box’ - we were able to add our thoughts to the process.
strategies in our Investment Manager Platform
average mandate size for clients worked with between 2019-2020
manager meetings conducted last year
strategy types across liquid and private markets
What makes it different?
An innovative approach to manager research
Every institutional investor is unique, with specific priorities, needs and resources. The bfinance philosophy on manager selection grew out of our belief that these differences should sit at the heart of our approach.
The platform provides extensive coverage of the provider universe, from household names to hard-to-reach boutiques, with a robust audit trail on key decisions. Unlike the ‘off the shelf’ recommendations so often used by our peers, solutions are targeted to clients’ specific needs and constraints
Each client has full access to their dedicated project team including their senior asset class specialist. We retain a staff of senior researchers across all major public and private markets, many of whom have managed money, as well as a team of analysts.
We create a level playing field for asset managers, ensuring that all providers who are suitable for a single investor’s mandate can compete on fair terms. True competition also supports investors’ interests and gives clients a stronger hand in negotiation.
When it comes to responsible investment, investors bring very different beliefs and requirements. A highly customised approach ensures that ESG verdicts are not ‘one size fits all’, while deep expertise helps our clients look past superficial box-ticking.
The firm is committed to a business model that avoids conflicts of interest and consistently supports the provision of independent, objective advice. For example, the firm does not manage money or provide OCIO services. An innovative pricing model aligns our interest with those of our clients.
We provide extensive wraparound services, many of them on an inclusive basis. These include board education, analysing portfolio risk exposures, strategy selection, reviews of the opportunity set, negotiating terms and monitoring manager performance.
What our clients say...
Manager Research & Selection