Pension Fund Investment Strategy

Investment decisions that matter

The global pension fund industry has changed dramatically since we started supporting schemes more than two decades ago. So have the challenges facing pension investment managers and trustees upon whom members rely to deliver results that will enable them to retire with financial security.

Investment decisions that affect returns, risks and costs have never been more crucial to members—especially where schemes may lack the risk-sharing and sponsor protections of the classic defined benefit model. Pension fund leaders must navigate a more complex investment landscape, deal with new challenges and drive innovation.

Supporting the needs of pension fund teams

Pension schemes represent more than 50% of bfinance’s client base. Each client in this area has a unique combination of regulatory restraints, liabilities, governance structures and internal resources. bfinance’s services have been designed to work around your needs, providing the maximum flexibility to access the precise support you want—when you want it.

We pride ourselves on innovating for our pension fund clients. Many of our established services—strategic portfolio design, fee reviews, ESG and impact investment advisory—began their existence as ad hoc advisory projects to address new or persistent/unsolved challenges that pension fund investment leaders were bringing to our attention. The most popular service area for this client segment remains manager research and selection, where pension fund managers continue to take advantage of exceptional flexibility to customise RFPs, source new solutions and overcome the constraints of ‘buy-lists’. Other services used by our pension fund clients include strategic asset allocation, risk analytics, and (increasingly) operational due diligence.

Latest case studies

Currency Overlay

This Canadian investor was seeking to manage their non-CAD exposures through a dynamic...

Equity Portfolio Review and Global Value Equity Search

The investor, a European public pension fund, was keen to conduct a review of their international...

Portfolio Solutions – Fee Review, Public Markets

The client, an Australian pension scheme, was under mounting pressure from the Australian...

Private Markets Portfolio Monitoring

This investor was seeking to improve their approach to monitoring private markets strategies....

Recent testimonials

What our clients say

My experience working with bfinance has been absolutely positive. We have been working with them for several years which attests to the professionalism and timeliness of the whole team.

Private Sector Pension Fund, Europe

The report is very detailed. I also like the fact that they provide an executive summary in Italian that we can present to our Board of Advisors.

Private Sector Pension Fund, Europe