• European Equity, ESG Focus

    A Pension Fund in the Benelux region sought a pan-European equity manager for a EUR 55 million mandate that spanned both EU and non-EU equity markets. ESG was the driving force behind this search: the manager being replaced had been

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  • Global Shariah Equity

    A financial institution in South East Asia was seeking to restructure its equity portfolio to improve diversification and resilience, which included re-orienting the portfolio from domestic to international stocks. As part of this

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  • Global Equity, Quality Style

    A UK-based, globally known insurance brand hired bfinance to identify a global equity manager with a clear “quality” focus. The investor held three external managers in its global equity portfolio, split into three distinct style

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  • ESG Emerging Markets Equity

    This Nordic Family Office sought to identify a minimum of two active global emerging market equity managers, explicitly incorporating ESG considerations, and invest US$280 million split equally.

  • Emerging Market and Asia Equity

    An Australian corporate pension plan sought to invest a further AUD 200 million in Global Emerging Market Equity and potentially Asia ex-Japan, through one or multiple mandates.

  • 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.

  • Global Equity

    This Canadian corporate pension fund wanted to replace one of its ‘global ‘equity managers (ACWI ex Canada) and one of its ‘international’ equity managers (ACWI ex US), each of which was managing approximately USD 240 million.

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