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Diversifying strategies manager searches
Manager research for portfolio diversification
In Manager Research and Selection, investors seeking liquid diversification are supported by our Diversifying Strategies specialists, while illiquid diversification is supported by Private Markets specialists—with appropriate cross-team support where relevant.
Diversification is a personal property. The appropriate implementation of diversifying strategies depends on each investor’s existing portfolio, specific objectives, tolerance for volatility and drawdowns, spending limitations, ESG beliefs and more.
Read more about ESG in Manager Research.
When seeking diversification through the addition of uncorrelated liquid alternatives or applying risk management tools such as portfolio overlays, a fully customised client-centric research process maximises the benefits to the investor’s portfolio. Whole-of-market research maximises the choice of strategies which can achieve targeted objectives. The firm’s Operational Due Diligence unit is also available to support implementation.
Optimising portfolio diversification
In Portfolio Design, Strategic Asset Allocation and Risk Solutions, Diversifying Strategies specialists provide expert practitioner support to the bfinance Portfolio Solutions team. This provides a strong, practical, ‘bottom-up’ perspective of the current availability/attractiveness of diversifying strategies of all types. These insights complement ‘top-down’ analysis and facilitate the development of workable solutions that will be efficient to implement in practice.
Diversifying Strategies researchers also support Monitoring and Fee Reviews with live industry insights on relative performance drivers and pricing developments, as well as day-to-day experience negotiating fees for our clients.
The ESG Advisory group works closely with Diversifying Strategies specialists specialists to stay on top of sustainable investment considerations for hedge funds and other liquid alternatives: this is a rapidly evolving subject, which often involves considerably more complexity than we find when integrating ESG considerations into conventional investment strategies.
Latest case studies
Liquid Alternatives Portfolio Review
This client, a German insurance company, sought bfinance’s assistance to conduct a review of its...
Tactical Asset Allocation and Currency Overlay
This investor previously had a TAA overlay on regional equities and bonds but not on international...
Market-Independent Absolute Return
This investor sought market-independent strategies which exhibit very limited equity / credit beta...
Asia Multi-Strategy Hedge Funds
This investor was making a first-time allocation to Asian Multi-Strategy hedge funds. With the...
Latest insights from the team
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They listen to the client and they match their needs. They tailor their solutions and are flexible to find something that works for you.
