Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,

A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’

bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Diversity (or the lack of) has been a hot topic across the asset management industry for decades. However, a growing number of investors are seeking managers who encourage and display high levels

In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas,

The Global Sukuk market has evolved significantly in recent years, as investors search for new and innovative routes to positive returns while navigating a landscape riddled with economic and

The 2022-2024 period has provided new tests for investors’ fixed income and alternative credit portfolios, thanks to the repercussions of heightened interest rates and ever-extending expectations

bfinance’s quarterly report in August 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

bfinance’s quarterly report in May 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Investor appetite for investment grade fixed income grew significantly last year but active managers are coming under scrutiny. This report examines corporate bond manager performance and

bfinance’s quarterly report in February 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Recent years have brought significant developments for the GSS+ (Green, Social, Sustainability et al) fixed income market. There are now more than 80 investment strategies—active and passive—with

bfinance’s quarterly report in November 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

With around 15% of the portfolio in ‘liquid alternatives’ such as hedge funds and a full 45% in ‘alternative investments,’ the £14 billion (US$17 billion) TfL Pension Fund has made

The ‘Outsourced Chief Investment Officer’ (or ‘OCIO’) investment model is on the rise. Market volatility, increased portfolio complexity and growing regulatory burdens are encouraging the trend

Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.

When selecting and monitoring external investment managers, it is increasingly important to develop a clear understanding of their credibility in ESG, sustainable and impact investment matters.

bfinance’s quarterly report in August 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Martha Brindle, Director, Public Markets at bfinance sat down with Flora Gaber, Head of ESG Analysis at AP7, part of the Swedish Public Pension agency which manages around $80 billion, to discuss

In a time of macroeconomic upheaval, bfinance’s fixed income team examines three popular beliefs in fixed income investing. In focus: performance in recessions, the impact of rising rates and the