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Investment consulting services overview
Designed to fit together or function independently, targeting clients’ specific needs
A different approach to investment consultancy
Our investment consulting philosophy is built upon our extensive experience in manager search and selection. With senior staff drawn from portfolio management, research and academia as well as consultancy, the firm combines practitioner experience with interdisciplinary capability.
Who we support
Our investment advisory seeks to support our clients in delivering the best possible outcomes for the stakeholders that count on them: pensioners, universities, charities, businesses, families, nations and others. The firm provides customised investment consulting to pension funds, endowments, foundations, family offices, sovereign funds and insurers globally. We seek to put power in investors’ hands through genuine flexibility, specialist expertise and a team that acts as an extension of our clients’ resources.
Pension Funds
bfinance works with an extremely diverse range of pension funds all around the world: public and corporate, defined benefit and defined contribution, with portfolios ranging from less than a billion US dollars to well over 100 billion.
Insurers
With investment returns proving increasingly important to insurance companies in today’s lower-rate world, bfinance focuses on bringing best-in-class asset management expertise to our insurance clients.
Endowments & Foundations
Each university endowment and charitable foundation is unique, with specific liabilities, funding arrangements, relationships and missions to consider.
Family Offices
The bfinance team supports single family offices and multi family offices around the globe with an exceptionally flexible service offering tailored to your needs.
Wealth Managers
Amid an increasingly competitive and price-conscious market, wealth managers are innovating in order to enhance product offerings, develop capabilities and grow market share.
Sovereign Funds
We support state/government/official institutions around the globe, including central banks, sovereign wealth funds, government pension funds and development funds.
Sharia Investors
The bfinance team works with Sharia/Shariah investors around the globe. We have Islamic clients located in the Middle East, South-East Asia and Australia.
Is your portfolio ready for the evolving complexities of today's financial markets?
Institutional investors are now grappling with an unprecedented set of challenges across financial markets and macroeconomic conditions. Asset owners face significant obstacles on their path to achieving their investment goals and must navigate a risk climate that is quite unlike any we have seen before.
Moreover, the range of potentially accessible asset classes and sub-sectors has never been more complex and diverse. Many of these asset classes require differentiated specialist expertise in order to deliver successful outcomes. Private market and alternative investment strategies—and ways of accessing them—are changing rapidly. The landscape of sustainable investing and impact investing is evolving continually and regulations are in flux.
Achieving specific objectives
Investors across defined benefit pensions, defined contribution pensions, endowments, foundations and charities, insurance companies, wealth managers, family offices, central banks/SWF and others bring very different priorities and needs—which vary further depending on country, size and current status. Investors need customisation and expertise on their issues, not ‘one size fits all’ advice.
Delivering resilience and seizing opportunity
Evolving macroeconomic and market conditions make it essential for investors to assess the potential impact of future scenarios on your ability to fulfil your investment objectives. Furthermore, investors are seeking to investigate particularly attractive opportunities in the current climate or devising strategies to mitigate risk exposure.
Selecting asset managers that generate outperformance
Investors need partners that are not just the ‘best’ but represent the ‘best fit’ for their portfolios given the specific needs and targeted exposures in each case. Clients seek detailed, highly customised research and a competitive process to provide highly attractive fees.
Reappraising investment strategies for the future
Portfolios that have been strategically designed to produce returns based on historic, backward-looking data are now undergoing severe trials. Asset owners must undertake a rigorous review of their investment strategies.
Leading the way on sustainability
With a rapidly changing menu of data, methodologies and strategies, investors must pursue not just ‘best practice’ but innovation. Clients seek to refine their ESG beliefs, develop effective policies, implement strategies and deliver clear monitoring on key ESG issues.
Improving ‘value for money’
With an ongoing lack of transparency and genuine comparability across different cost factors, it is important for investors to pursue high quality benchmarking and deliver savings or efficiencies wherever they are achievable without sacrificing strategic goals.
