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Customised support for investment implementation. Expertise and heavy lifting, when you need them. Take control.
Strategy
We help clients to optimise their long-term asset allocation.
Implementation
The bfinance model puts investors in the driving seat of a powerful and proven process.
Oversight
Analysis available at every level of your portfolio.
Asset class coverage
Providing deep expertise across liquid and private markets.
bfinance works for asset owners around the globe on the implementation of investment strategy.
- Engagements: 1,600+
- Clients: 540+
- Countries: 45+
- Offices: 11
What our clients say
They are as near to perfection as they can be. If you ask them to do something, they do it quickly. I find them very helpful.
The reports I read are outstanding in terms of richness of information. The information is exactly what is needed to make an informed decision.
They listen to the client and they match their needs. They tailor their solutions and are flexible to find something that works for you.
Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge, event-driven, relative value, global macro,...
Latest Case Studies
Implementation in focus
Recent Case Studies - home page
Portfolio & Manager Review
A UK pension fund appointed bfinance to support them in the review and potential reconfiguration of its active global equity and multi-asset credit portfolios.
Listed Infra and REITs portfolio review
A Swiss foundation engaged bfinance to assist its investment team with a strategic review of its global listed infrastructure and REITs portfolio. The foundation's current portfolio includes two...
CMA and SAA Support
A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic Asset Allocation (SAA) and broader investment strategy.
Strategic Asset Allocation, Global
A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA) tailored to the needs of multiple generations within the family.
Operational Due Diligence, Multi-Asset Credit
A reinsurer was looking to increase its allocation to multi-asset credit and took the opportunity to review (and potentially replace) its incumbent manager.
Operational Due Diligence, Real Estate
A large UK corporate pension scheme appointed bfinance to conduct a deep dive ODD assessment of one of its long-standing asset manager relationships due to escalating concerns, including negative...
Global Impact Equity
The investor was looking to upgrade their sustainable ESG offering to a stronger impact proposition which could demonstrate positive impact contributions across multiple sustainable development...
Global Shariah Equity
The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity solutions, to be be managed in a segregated account structure (‘Discretionary Portfolio Management’...
European Equity
The client, a prominent Italian private pension investor, was seeking at least one pan-European equity manager to complement their existing European equity allocation.
Policy and Strategic Asset Allocation support
The client, a Middle-Eastern financial institution, sought support for reviewing and creating its Shariah-compliant Investment Policy Statement (‘IPS’), Strategic Asset Allocation and risk...
Equity Portfolio Design
The investor, a Canadian pension plan, engaged bfinance to reassess the design of their existing equity portfolio, with the aim to suggest fresh approaches that would be diversified across risk...
Strategic Asset Allocation
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset Allocation (SAA) for its new asset portfolio.
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