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Portfolio Solutions – Fee Review, Public Markets
The client, an Australian pension scheme, was under mounting pressure from the Australian Prudential Regulation Authority (APRA), who is responsible for collecting and publishing the performance and costs of superannuation funds.
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Fee Benchmarking and Strategic Support
This UK pension scheme was seeking to benchmark the fees being paid to more than a dozen managers across 20-plus strategies in public markets, alternatives and private markets given the scheme’s rapid growth in assets under management
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Portfolio Solutions – Fee Review
This Australian asset owner engaged bfinance to provide a value-for-money assessment on a large, diversified portfolio of assets worth more than AUD100 billion.
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Portfolio Solutions – Fee Review (Competitive assessment and fee negotiation)
This client, a Dutch private pension scheme, asked bfinance to partner with its in-house investment team to assess the fees paid to its external asset managers and negotiate lower rates.
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Portfolio Solutions – Private Pension Fee Review
This client, an Australian pension scheme, sought assistance to conduct a full value-for-money review of the management fees it was paying for investment services.
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Fee review, tailored benchmarking
This investor engaged bfinance to benchmark the fees paid to their external investment managers. As part of the value-for-money analysis, bfinance created tailored benchmarks for each manager.