Working with
Pension Funds

bfinance works with an extremely diverse range of pension funds all around the world: public and corporate, defined benefit and defined contribution, with portfolios ranging from less than a billion US dollars to well over 100 billion. When it comes to delivering better investment outcomes for current and future pensioners, there is no ‘one size fits all’. Tell us about your current investment portfolio challenge: see what we could do for you.

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

The investor, a Canadian pension plan, engaged bfinance to reassess the design of their existing...

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

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

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

Recent testimonials

What our clients say

Recent insights

Our latest articles and white papers

How can we help you?

Connect with one of our investment specialists today and let us know how we can help.

FIND OUT MORE

Meet the team

bfinance is defined by the integrity, commitment and expertise of our staff.

Meet the team
Latest Insights

The latest industry analysis and market commentary.

Read more
Case studies

Only as good as our last piece of work

View our case studies