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,

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

From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.

The climate imperative is driving new practices across all asset classes. Equity portfolios are typically on the strategic front line, thanks in large part to the availability of data that can

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

More than two decades have passed since the arrival of complementary pension provision in Italy, which brought with it a massive regulatory overhaul. bfinance spoke with Salvatore Casabona to

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

In the landscape of ‘global’ active equity strategies, the pendulum has—slowly but surely—swung toward strategies that span both developed and emerging markets. Yet how credible are these broader

New manager research from bfinance reveals the proliferation of ‘Emerging Markets ex-China’ equity strategies. This is now becoming recognised as a distinct segment within the equity management

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.

Many investors and asset managers are now focused on achieving low carbon intensity.

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

At the end of 2022, the Canada Post pension plan joined the growing list of pension funds across the country whose highly funded status has caused the regulator to instruct a mandatory

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