English (Global) 
Français (France) 
Deutsch (DACH) 
Italiano (Italia) 
Dutch (Nederlands) 
English (United States) 
French (Canada) 
Equity manager searches
Equity manager research
In Manager Selection, our equity specialists focus on what matters most to each investor that we support, aligning with clients' investment beliefs and fulfilling our role as an extension of their teams. Within listed equities, investors' priorities may include diversification versus incumbent equity managers, addressing style imbalances, delivering a custom risk/return objective, ESG-related manager upgrades and more.
The Equity team is supported by our dedicated ESG Advisory unit, ensuring a rigorous approach to assessing managers' investment processes, impact, portfolio carbon emissions and other sustainability considerations. A highly client-customised process enables investors to innovate, raise the bar and even drive product development.
Read more about ESG in Manager Research.
For manager research in related asset classes such as Multi Asset and Listed Real Assets, we provide cross-team support alongside relevant Real Assets, Fixed Income and Multi Asset specialists. The firm’s Operational Due Diligence unit is also available to support implementation.
Improving equity portfolios
For Portfolio Design and Strategic Asset Allocation, equity specialists support the bfinance Portfolio Solutions team to develop high-quality analysis of clients’ equity exposures within the overall asset mix. This ensures that our advice always combines sound 'top-down' theory with practical 'bottom-up' implementation guidance, informed by the the current attractiveness and availability of relevant equity strategies.
The equity team also supports Monitoring and Fee Reviews with live industry insights on performance drivers and pricing developments, as well as practical negotiation experience. The ESG Advisory group has a strong overlap with the broader investment research team, with equity specialists providing relevant inputs based the latest industry and manager developments. This includes innovative research on newer ESG/impact product groups such as impact equities, ESG-thematic Equities and strategies that support the transition to a low-carbon economy.
Latest case studies
Global ESG Equity
The asset owner, a Nordic private pension plan, was seeking one global ESG equity manager to...
Portfolio & Manager Review
A UK pension fund appointed bfinance to support them in the review and potential reconfiguration...
Global Impact Equity
The investor was looking to upgrade their sustainable ESG offering to a stronger impact...
Global Shariah Equity
The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity...
Latest insights from the team
What our clients say
I thought that the amount of analysis that was done on the submissions was really top notch. That’s the key strength and one of the key reasons why we use bfinance.
Working with bfinance gives us an advantage that we wouldn’t have had with a traditional consultant.
They can reach every manager in the market. They have capabilities of doing such a deep dive on each manager, it is impossible for an organisation like us to do it on our own.
They have experts that knock your socks off. They have true experience. They’re the experts. This is what you don’t get in other consultants.
