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The Investment Advisory Group supports the world’s leading institutional investors with highly customised specialist advisory solutions including investment strategy design, investment manager search and selection, customised portfolio implementation, analytics and monitoring.

bfinance has advised more than 300 institutional investors in over 25 countries, helping them make more than 450 commitments totaling over $100 billion across all asset classes.

Our client base represents total assets of over $ 1 Trillion and includes corporate and public pension funds, insurance companies, sovereign wealth funds, endowments, and family offices.

For a more detailed description of our services, please select one of the following:

Investment strategy design

bfinance utilises proprietary asset allocation and investment strategy design analytical tools to optimise portfolio choices for both existing and new investment allocations.

Recognizing the limitations of “traditional” asset allocation in mitigating various risks over the last decade, bfinance seeks to develop innovative solutions for clients looking for advice on allocation strategy, portfolio optimization, core-satellite implementation.

Example of an assignment for a European Sovereign fund:

  • Assessment of the best options to diversify an existing portfolio within the constraints determined by the Client
  • Design of 3 optimal solutions depending on the risk budget of the Client using stress-testing techniques and forward looking factors
  • Implementation of the solution chosen by the Client using our proven manager search process
  • Ongoing monitoring of the managers and the portfolio

Illiquidity and other risks that have been associated with investments in alternative asset classes such as hedge funds and private markets can have substantial adverse effects on investors.

Our teams seeks to advise on how to mitigate these risks and maximize the returns for our clients.

Investment manager search and selection

bfinance partners with the world’s leading institutional investors to provide specialist advice in the area of investment manager search and selection.

Whether you are seeking to invest in “traditional” asset classes, in private markets or in hedge funds, our highly specialised teams of experts will work as an extension of yours to run a comprehensive manager search.

Our approach is customised to each client’s specific objectives and requirements and our process delivers true clarity and an “audit trail” helping to inform decisions made throughout each engagement.

True independence is critical to providing.investors with the best possible advice.  bfinance is 100% owned and operated by its employees. Our remuneration is structured to ensure our only objective is our client’s success.

Truly customised approach

We engage with our clients: Our dedicated research team will work with a client to gain an in-depth understanding of their investment strategy. This is completed before we run a search process, ensuring that all managers and products identified during the search are relevant to the client’s specific requirements.

Truly expert teams acting as an extension of our client’s in-house teams

We stress the importance of real engagement with our clients at each stage of the manager selection process. Our highly experienced hand picked team of experts seeks to partner with the client’s internal centres of expertise as well as their external advisers. Our clients have full control over the process and are involved in the decisions taken at each stage of the search.

Truly comprehensive search

Each search includes a comprehensive list of managers as agreed with the client before launch. We have found our clients to be impressed with the range of investment managers identified in our searches and we often match geographically diverse investors with managers that they would not have had the opportunity to work with otherwise.

Truly objective analysis with no conflicts of interest

Our approach is completely objective. We conduct in-depth quantitative and qualitative analysis, keeping the client’s specific objectives in mind at all times.

Truly Independent

We have our client’s best interests at heart at all times: there is no economic incentive for us to recommend one manager over another. The fees we earn are the same regardless of which investment manager our client chooses.

True clarity and independent audit trail

Transparency is an integral part of our service. We provide our clients with full and detailed information with which to make their investment decisions. We meet with our clients at appropriate stages in the process, to discuss the manager ranking in our searches and facilitate knowledge transfer. Towards the end of the process, we provide a detailed ‘audit trail’ for our clients which helps to validate and justify decisions made at each stage of manager selection process. This approach complies with best practice in EU and other International public procurement regulations and has been a popular feature for our public sector clients.

Portfolio analytics and monitoring

We support clients with a range of portfolio analytics, including ongoing consolidated reporting, benchmarking and risk management services.

We offer customised reporting services covering:
  • In-depth quantitative analysis of portfolios, customised peer group comparison, shadow list monitoring
  • Qualitative monitoring of Portfolio Management teams and of organizations which provides a valuable input to facilitate decisions to retain or replace existing managers
  • Comprehensive monitoring programmes of multi-asset portfolios composed of securities, funds and derivatives as well as calculating agent services for multi-asset portfolios