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Manager Intelligence and Market Trends - November 2024
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
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Seeking Diversity from Investment Managers
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
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Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
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,
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Global Sukuk: Sector in Brief
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
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Fixed Income: Time to Re-evaluate Credit Exposures, Consider CLOs?
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
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Manager Intelligence and Market Trends - August 2024
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
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Manager Intelligence and Market Trends - May 2024
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
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Investment Grade Corporate Bonds: Understanding Manager Performance
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
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Manager Intelligence and Market Trends - February 2024
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
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Fixed Income with Impact? GSS+ Bonds and Beyond - Sector in Brief
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
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Manager Intelligence and Market Trends - November 2023
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
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Investor Spotlight: TfL Pension Reaps Rewards from Liquid Alternatives
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
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Outsourced CIO (OCIO) - Sector in Brief
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
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Transaction Cost Analysis: Has Transparency Really Improved?
Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.
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ESG Assessment Challenges in Investment Manager Due Diligence
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.
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Manager Intelligence and Market Trends - August 2023
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
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Investor Spotlight: Sweden’s AP7 Pushes Forward on Biodiversity
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
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Recessions, Rising Rates and Received Wisdom in Fixed Income Investing
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
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Manager Intelligence and Market Trends - May 2023
bfinance’s quarterly report in May 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major
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Manager Intelligence and Market Trends - February 2023
bfinance’s quarterly report in February 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major
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