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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 investment 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.
Our recent work
Investment consultancy service case studies
Manager Research Case Studies
Global ESG Equity
The asset owner, a Nordic private pension plan, was seeking one global ESG equity manager to complement their existing global equity allocation. The investor was open to all management and...
Operational Due Diligence, Venture Capital
The internal investment team of a large UK insurance company was looking to make an allocation to a venture capital fund and required a detailed ODD review to support the Investment Committee in...
Portfolio & Manager Review
A UK pension fund appointed bfinance to support them in the review and potential reconfiguration of its active global equity and multi-asset credit portfolios.
Global Impact Equity
The investor was looking to upgrade their sustainable ESG offering to a stronger impact proposition which could demonstrate positive impact contributions across multiple sustainable development...
Global Shariah Equity
The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity solutions, to be be managed in a segregated account structure (‘Discretionary Portfolio Management’...
European Equity
The client, a prominent Italian private pension investor, was seeking at least one pan-European equity manager to complement their existing European equity allocation.
Currency Overlay
This Canadian investor was seeking to manage their non-CAD exposures through a dynamic (non-passive) currency overlay, with an emphasis on risk management as opposed to 'currency alpha'.
Equity Portfolio Review and Global Value Equity Search
The investor, a European public pension fund, was keen to conduct a review of their international equity portfolio, which included a roster of external active and passive managers.
What our clients say
One strength is clearly the quality of the work. The research they do and the due diligence on managers are quite comprehensive.
Working with bfinance is key for us to reach as many managers as we could. We are not able to do this due diligence on our own.
They can reach every manager in the market. They have capabilities of doing such a deep dive on each manager, it is impossible for an organisation like us to do it on our own.
Award-Winning Investment Consultancy Services
Get in touch to receive tailored financial advice from an award-winning investment consultancy company.
Investment Consultancy Services FAQs
Investment consulting services involve providing tailored advice to clients throughout every phase of the investment process, from decision-making and risk management to ongoing performance monitoring. The goal of investment consulting is to optimise the performance of an investment portfolio based on the investor's financial objectives, risk tolerance, and other relevant factors.
A financial advisor offers a broader range of services, including tax strategies, insurance, and budgeting. Financial advisors focus on the client's overall financial well-being. Investment consultants specialise in investment-related services, providing advice on portfolio construction, strategic asset allocation, and manager research. Their focus is typically on optimising the client's investment portfolio, rather than on broader financial planning topics.
At bfinance, we offer personalised diversification strategies tailored to our client's specific goals. In Manager Research and Selection, investors who require liquid diversification are supported by our Diversifying Strategies specialists, while illiquid diversification is supported by our Private Markets specialists. Clients also receive appropriate cross-team support where relevant.
Our latest investment consulting insights
Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting approaches to strategy and manager...
