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Ultimi Approfondimenti
Supporto personalizzato per l'implementazione degli investimenti. Esperienza e professionalità, quando ne avete bisogno. A voi le redini ed il controllo.
Strategia
Assistiamo gli investitori a ottimizzare la loro asset allocation nel lungo periodo.
Implementazione
Il modello bfinance mette gli investitori alla guida di un processo efficace e collaudato.
Supervisione
Analisi disponibile ad ogni livello del vostro portafoglio.
Copertura delle asset classes
Profonda esperienza nei mercati liquidi e privati.
bfinance lavora per investitori in tutto il mondo sull'implementazione della strategia di investimento
- Incarichi: 1,600+
- Clienti: 540+
- Paesi: 45+
- Uffici: 11
Cosa dicono i nostri clienti
Nessuno è perfetto, ma è il più vicino possibile alla perfezione. Se si chiede loro di fare qualcosa, lo fanno rapidamente.
I report che ho letto sono eccezionali in termini di ricchezza di informazioni. Le informazioni sono esattamente quelle necessarie per prendere una decisione informata.
Ascoltano il cliente e rispondono alle sue esigenze. Personalizzano le soluzioni e sono flessibili per trovare qualcosa che vada bene per il cliente.
Global Asset Owner Survey: Risk and Resilience
A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’ around the globe. This biennial study draws...
ULTIMI CASE STUDIES
Implementazione in primo piano
Recent Case Studies - Home Page (non-Sharia)
Fund Fee Review
The superannuation fund wanted to review the management fees they were paying for investment services considering the performance achieved, with the aim of securing better commercial terms. While...
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.
Listed Infra and REITs portfolio review
A Swiss foundation engaged bfinance to assist its investment team with a strategic review of its global listed infrastructure and REITs portfolio. The foundation's current portfolio includes two...
CMA and SAA Support
A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic Asset Allocation (SAA) and broader investment strategy.
Strategic Asset Allocation, Global
A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA) tailored to the needs of multiple generations within the family.
Operational Due Diligence, Multi-Asset Credit
A reinsurer was looking to increase its allocation to multi-asset credit and took the opportunity to review (and potentially replace) its incumbent manager.
Operational Due Diligence, Real Estate
A large UK corporate pension scheme appointed bfinance to conduct a deep dive ODD assessment of one of its long-standing asset manager relationships due to escalating concerns, including negative...
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.
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