Our dedicated Private Markets team is comprised of consultants and operators (principal investors) with years of experience.
Investment strategy design, development and review
bfinance’s dedicated private markets team is experienced in both direct and fund investments across real estate, infrastructure and private equity strategies. bfinance utilises proprietary asset allocation and investment strategy design analytical tools to optimise portfolio choices for both existing and new investment allocations. Recognizing the illiquidity and uncertainty risks associated with private markets, our team seeks to advise on how to mitigate these risks and maximise the returns for our clients...
Investment manager research and selection
We follow a consistent process to originate investment opportunities for our clients. We work exclusively on customised solutions, identifying those opportunities that provide the best fit to the specific needs of each client. Our structured due diligence and selection process involves both financial and operating considerations and leverages our team’s blend of consulting and operating experience.
Customised Portfolio implementation
At bfinance we recognise that each investor has specific requirements and believe that investment portfolios should be tailored to maximise returns within the constraints that clients have. Open and transparent, bfinance’s time tested process for portfolio construction is the safest way to ensure that your performance objectives will be met with appropriate level of risk diversification and access to attractive returns.
Portfolio analytics and monitoring
We support clients with a variety of portfolio analytics including ongoing consolidated reporting, benchmarking and risk management services. Furthermore we recognise that portfolios require active management in order to be able to anticipate risks and maximise returns through opportunistic rebalancing activities. We support clients with all aspects of active portfolio management and are able to provide a single point of contact to our institutional investors.