A UK-based Charity was seeking support for evaluating their current investment approach and strategic asset allocation.

This investor was making their first allocation to global small-cap equities and willing to consider any investment approach (systematic or discretionary) and any style, with a preference for an unconstrained investment mindset rather

The client, a Bermuda-based reinsurance company, engaged bfinance to conduct a comprehensive review of global trade finance managers—including those with strategies focused on receivables or supply chain finance—with the goal of

This UK wealth manager asked for assistance from bfinance to evaluate potential investments in new real estate sub-asset classes or satellite strategies with the aim of improving the efficiency and holistic liquidity management of its

An international non-life insurer/re-insurer with a growing book of assets sought to identify suitable infrastructure managers as part of their first allocation to private market investments.

This UK-based international property and casualty insurance group was seeking to invest USD140 million with one manager running a US-centric short duration, high yield bond portfolio. The insurer wanted to target BB-rated bonds

The client, a UK endowment fund with strong environmental, social and governance (ESG) credentials, was looking to further diversify its existing infrastructure programme. The endowment’s investment team had identified maritime leasing

The client, a UK endowment, was looking to allocate GBP 20 million to Impact Real Estate, focusing on affordable housing. Although the client indicated a minimum return requirement of 8% per annum, its management team wanted to

The client, a European multinational property and casualty (P&C) insurer, was looking to re-tender a multi-billion-dollar, multi-currency fixed income portfolio invested in high-quality, short-duration bonds to new asset managers and

The client, UK private pension fund, was recalibrating its approach to value investing given its view that ‘deep value’ had become too cyclical and volatile, with technological disruption and innovation across many industries

A UK LGPS was seeking to invest up to £80 million (US$105 million) in a multi asset credit solution using one manager. Pooled funds were preferred with new launches considered, so long as they met a return target of cash plus 4%-5%

A UK local government investor appointed bfinance to conduct due diligence before seeding a new fund being launched by one of is incumbent managers. The strategy was the manager’s first fund dedicated purely to US Corporate Senior

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

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

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

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

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

A UK foundation aimed to identify a core multi-manager hedge fund product, targeting cash plus 4-6% and diversification against traditional exposures in their portfolio.

A UK corporate pension plan was seeking to invest £200 million in infrastructure debt in the UK/Europe, using one or multiple managers. Both pooled funds and SMAs were considered, with an absolute return target of