Filter by Topic:
- Alternative risk premia
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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 approving the investment. Robust
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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.
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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 press headlines regarding that
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Operational Due Diligence, Real Estate - Public Pension Fund
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 extended the fund’s investment period on
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Focused ODD Assessment, Private Equity
The investor, a German public pension scheme, was conducting a search for a global private equity manager and was in the process of reviewing four finalists ahead of investment. In order to support Operational Due Diligence, they
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Operational Due Diligence, US Equity
The investor, a Dutch corporate pension scheme, was seeking outside support to review the operating environments of four finalist managers for two US equity mandates. The client had historically performed site visits as part of its
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