A leading UK corporate pension plan was contemplating an investment in a manager’s second infrastructure fund, having already invested in the first. Although the manager was offering an extremely compelling fee discount to first-close

This Wealth Manager sought to identify multiple liquid alternative managers to broaden their existing roster of alternative strategies. These new allocations were expected to provide diversification against their existing managers

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%.

In 2019, RPMI Railpen insourced the majority of factor investing strategies in its equity management programme. It is the latest milestone in a five-year journey towards understanding value for money and bringing down costs. 

A Swiss public pension plan was looking to invest in a mid-market buyout manager. Preferences: >EUR500m fund size, Fund IV onwards. Returns objectives: 10% - 15% net IRR. They were ideally looking for exposure to three continents (US,

The investor sought a comprehensive review of the alternative risk premia manager landscape with a view to investing approximately AUD300m with a single manager via a separately managed account targeting a return of cash plus 4% per

Inspired by risk parity strategies and illiquid-focused endowments, Australia’s second largest superannuation fund is pioneering a radically different approach.

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%.

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%.

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.

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

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

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.

The UK Local Government Pension Scheme client sought an EMD manager that successfully blended emerging market hard currency (sovereign and corporates) and local currency within a standalone portfolio, with a view to investing £300

This Dutch institutional investor sought to allocate approximately EUR 110m to an enhanced passive commodities strategy targeting a c. 1.5% p.a. outperformance of the BCOM commodities index with a tracking error of not more than 5%

The investor, a UK public pension fund, aimed to identify renewable energy-focused infrastructure funds and invest $80-100 million. Target return: 8-12%, including cash yield.

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

A Dutch pension fund was entering US high yield debt, reducing its European HY exposure, and sought an appropriate pooled fund for a first EUR 15 million investment. They wished to avoid short-duration strategies and minimise

A Belgian pension plan was seeking an active currency overlay, aiming to passively hedge a diversified portfolio whilst adding c.1% p.a. in excess return. There was also a secondary objective of minimising cash flow rolls.

A UK corporate pension plan sought a comprehensive review of the alternative risk premia manager landscape with a view to investing over £250m with 2 – 3 diversified Alternative Risk Premia (ARP) managers, in aggregate targeting a