Institutional investors around the globe shared how they are responding to pressing geopolitical and macroeconomic developments. With 418 investors from 39 countries taking place at the end of

Asset managers have moved en masse towards adopting Article 8 or 9 designations under the EU’s Sustainable Finance Disclosure Regulation (SFDR) framework, introducing new funds and repurposing

bfinance’s quarterly report in February 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

With a clear trend towards impact-oriented investment activity among bfinance’s global client base, the bfinance research team recently held an investor training seminar focusing on illiquid

The bfinance 2022 Insurer Investment Survey provides a detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing/implementation.

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

‘Impact’ private equity investing has become a distinct sub-sector, with a rapidly-increasing universe of dedicated funds and a stream of new managers entering the space. This brief review

With the investment industry expecting significant outcomes from COP26 in November, climate risk management and portfolio carbon exposures have never been higher on investors’ agendas.

A new study, featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.

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

Hedge fund managers have long defied the asset management industry’s drive toward greater consideration of ESG-related investment factors, but investors’ shifting priorities are sparking

The renewable energy infrastructure landscape is evolving rapidly, as are asset managers’ strategies. This paper illustrates key developments, including case studies of recent manager

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

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

Investors are demonstrating appetite for small cap equity strategies late in the market cycle. Yet the motivations for seeking small cap are evolving and the product universe has changed.

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

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

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

When Storebrand first established a sustainable investment team in the mid-1990s, ESG investing still represented largely uncharted territory, with little external data available.

Recent bfinance reports highlight the extent to which style factors have driven equity returns through the COVID-19 crisis, with value materially underperforming at one end and quality delivering