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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: 1,700+
- Clients: 580+
- 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.
Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting approaches to strategy and manager...
Latest Case Studies
Implementation in focus
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Recent Case Studies - home page
Operational Due Diligence, Real Estate
A prominent public sector pension fund sought support in conducting a thorough ODD assessment of an existing investment in a European Core Plus Real Estate strategy. The manager in question had...
Fund Fee Review
The superannuation fund wanted to review the management fees they were paying for investment services considering the performance achieved, with the aim of securing better commercial terms. While...
Global ESG Equity
The asset owner, a Nordic private pension plan, was seeking one global ESG equity manager to complement their existing global equity allocation. The investor was open to all management and...
Operational Due Diligence, Venture Capital
The internal investment team of a large UK insurance company was looking to make an allocation to a venture capital fund and required a detailed ODD review to support the Investment Committee in...
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’...
