Leveraging global best practice
Many sovereign and government funds hold unique position in their nations and their investment leaders often have a uniquely international perspective. Our clients in these institutions seek a genuinely global perspective, actively drawing lessons, inspiration and ideas from peers across range of markets.
From portfolio diversification and private markets to smart beta and sustainability, sovereign investors from different geographies have led the way on key industry developments. At the same time, they continue to face an exceptionally high degree of scrutiny from domestic stakeholders and, often, from the countries where they invest. Investment outcomes, risks, costs/fees and non-financial ‘impact’ may all come under the microscope.
Supporting the needs of sovereign fund teams
Each of our government investor clients has a unique combination of in-house resources, governance arrangements, liabilities and policy constraints. We strive to offer an exceptionally flexible, customised approach that lets you access the help that you need—when you need it.
The most popular bfinance service area among government fund clients is manager research and selection. Here, investment teams can access exceptional market coverage, a high degree of ‘knowledge transfer’ (up-skilling the internal team) and a detailed audit trail for all decisions—from transparent analysis underpinning every strong score to the reasons why a relevant manager did not bid for a mandate. The search process also enables sovereign funds to express specific needs to a broad manager audience, such as the ability to offer a particular type of structure or experience with similar official institutions. Dedicated operational due diligence ensures a robust review of the operational risk environment and threats associated with potential partners.
Fee reviews and performance monitoring are also particularly relevant: sovereign funds can demonstrate how their costs and results stack up against international comparators and identify areas where change may be appropriate. Other key services for government fund clients include strategic asset allocation, strategic portfolio design, ESG advisory and risk analytics.
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Latest insights from the team
What our clients say
They listen to the client and they match their needs. They tailor their solutions and are flexible to find something that works for you.
I will mention the rigor of their search. I haven’t seen it with any other companies, no one has bfinance’s thoroughness in their process.
I would have no hesitation recommending them based on the strengths of the people involved and the rigor of their due diligence process.