Manager Research & Selection | Fixed Income

bfinance put a lot of effort into developing the questions and the whole process. They came up with something very impressive.

Superannuation fund, Australia

Improving fixed income portfolios

The fixed income strategy group, led by Mathias Neidert (Managing Director, Head of Public Markets), works with a highly diverse group of investors around the world, helping them to identify the best bond managers for their needs.

From investment grade and securitised credit through to corporate high yield, emerging markets and leveraged loans, this team covers all aspects of the debt spectrum apart from private market strategies. Working with equity specialists, Mathias’ group also leads manager research for traditional Multi Asset investment.

Case Studies

Implementation in focus

01

Alternative Credit

The investor mandated bfinance to search for an alternative credit strategy with a view to investing c. AUD 50 million through a pooled fund. A typical return expectation for this type of strategy is cash + 4-6%.

02

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 and low exposure to high yield.

03

Leveraged Loans

A Middle Eastern insurance company wished to invest in approximately USD 100 million in Leveraged Loans, with a focus on senior secured debt.

04

Emerging Market Debt

The UK LGPS client sought an EMD manager that successfully blended emerging market hard currency (sovereign and corporates) and local currency within a standalone portfolio.


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Fixed Income Insights

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