Search insights by tag:
- Alternative Risk Premia
- Currency
- Diversifying Strategies
- Emerging Markets
- Equity
- ESG
- Fees
- Fixed Income
- Governance
- Hedge Funds
- Impact
- Infrastructure
- Investor Spotlight
- Manager Selection
- Monitoring
- Multi Asset
- Operational Risk
- Portfolio Design
- Private Debt
- Private Equity
- Private Markets
- Real Assets
- Real Estate
- Risk
- Strategic Asset Allocation
-
Reaching for Returns in Real Estate Debt
Amid the seemingly never-ending ‘hunt for yield’, high return real estate debt strategies are attracting investors’ attention.
-
Asset Owner Investment Vehicles - Sector in Brief
More investors are launching a dedicated investment vehicle to house assets rather than investing in a wide range of pooled funds, separately managed accounts or ‘funds-of-one’. Find out more
... -
Renewable Energy Infrastructure: Lessons from Manager Selection
The renewable energy infrastructure landscape is evolving rapidly, as are asset managers’ strategies. This paper illustrates key developments, including case studies of recent manager
... -
Trade Finance: Sector in Brief
Investor demand for trade finance strategies has surged, with yield-hungry allocators eyeing opportunities in an ‘even lower for even longer’ rate climate.
-
Nordic and Dutch Investors Drive Impact Innovations
Nordic and Dutch investors are shifting the ESG agenda decisively towards ‘impact’ – whether that takes the form of measuring non-financial portfolio outcomes ex post or targeting social and
... -
ESG Asset Owner Survey: How Are Investors Changing?
How are investors’ ESG priorities and practices changing? We surveyed 256 asset owners around the globe with assets in excess of US$7 trillion to discover which approaches they now use and
... -
Digging into Diversity Part 1: Infrastructure Managers
With diversity becoming an increasingly visible priority for investors, how do asset managers measure up? In this article we take a closer look at infrastructure managers, where recent searches
... -
Cashflow-generating Alternatives Change the Game at Korea’s POBA
Pension fund CIOs often enter their roles wanting to be agents of change, bringing new strategies and new perspectives to their institutions.
-
Secondaries Surge: Four Questions for Private Market Investors
With crisis conditions historically proving beneficial for new private equity secondaries funds, 2020 has seen a surge in fundraising and fund launches. Yet there are problematic questions for
... -
Real Estate Upheaval Puts Manager Discipline in the Spotlight
The full effects of the pandemic on real estate markets are still unclear. Yet what is already evident is that the impact will not be evenly felt.
-
Benchmarking Alternative Risk Premia
A challenging period for factor investing has left investors scrutinising the performance of Alternative Risk Premia strategies. In a sector where benchmarking has been problematic, this
... -
Investors Eye Trade Finance amid COVID Storm as Banks Ship Out
Trade Finance remains attractive in today’s ‘even lower for even longer’ climate due to its short-dated, asset-backed, yield-generating profile.
-
Asset Owner Survey: Managing through Uncertainty
As the global pandemic unfolds, 368 investors representing $11 trillion in assets share their lessons learned, key portfolio changes and expectations for the year.
-
Testing Times for Infrastructure Investment Resilience
While the infrastructure sector has been robust during previous crises, the COVID-19 pandemic is creating a global economic scenario quite unlike any that has preceded it.
-
Mid-year Review: Five Findings on Manager Performance
In Late-July 2020, bfinance clients and other investors joined the research team (virtually, of course!) for a recap of active manager performance, portfolio positioning and investor activity in
... -
How Are Asset Managers Performing? Q1 Review – Key Takeaways
On April 22nd, more than 300 investors around the globe joined the bfinance research team (virtually) for a session dissecting manager performance through the crisis so far.
-
Dislocation and Distress: Navigating New Opportunities
New research on 130+ opportunistic investment strategies targeting distress and dislocation amid the pandemic.
-
Impact Real Estate - Sector in Brief
The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the
... -
Direct Lending: to Cycle or Not to Cycle?
The start of 2020 has brought a slew of commentary on cooling appetite for direct lending, with the release of data showing a second year-on-year decline in private debt fundraising.
-
DNA of a Manager Search: Real Estate Debt
Today, investors in many illiquid asset classes are seeking subsectors and asset managers that can defy the overall yield compression of the last five years.
Page 4 of 6