Putting power in investors' hands
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Investment matters

bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization. Key services—detailed below—include manager research and selection, operational due diligence, ESG advisory, strategic asset allocation, portfolio design, portfolio monitoring, risk solutions and fee reviews.

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Throughout our work, our mission is to support our clients in delivering the best possible investment outcomes for the stakeholders that count on them: pensioners, universities, charities, businesses, families, nations and others (see who we help).

There is no “one size fits all.” Every service is designed around each investor’s resources, requirements and relationships. We always strive to act as an extension of your own team.

Strong governance is a priority for our clients and good governance of implementation is critical. The firm is committed to a conflict-free, advisory-focused business model: bfinance does not manage money or offer OCIO services.

Service Overview

Flexible, modular services to support our clients’ different needs

Strategic asset allocation Optimization of long-term asset mix driven by detailed asset-liability balance sheet simulation ‘Real-world’ risk analysis, scenario analysisConsultative approach leveraging market- leading software Customized portfolio designQuantitative and qualitative portfolio constructionImplementation planning Portfolio design Operational due diligence Full-scope pre-investment operational due diligence evaluationsFocused operational risk assessmentsTailored ongoing monitoring support Fee reviews In-depth evaluation of asset manager fees and value for moneyPeer grouping, performance decomposition, market competitiveness reviewProven negotiation execution Risk solutions Institutional-quality risk framework designHarmonized portfolio risk monitoringFully customized, board-ready risk reporting Monitoring Customized monitoring of managers, asset classes or full portfolios; light-touch or high-touch as neededHeightened transparency with quantitative and qualitative insightESG oversight, health check/ongoing monitoring Dedicated specialists Liquid markets Private markets Manager research and selection End-to-end support with manager selectionComprehensive coverage with senior specialists across all asset classesHighly customized, client-led process with exceptional transparencyDedicated ESG analysis EquityFixed incomeDiversifying strategies (hedge funds, multi-asset, risk premia, overlays and more) InfrastructureReal estatePrivate equityPrivate debtNiche real assets (e.g. timberland) ESG advisory ESG/RI training, belief setting and policy developmentRI approach development and implementation Climate change strategy and net zero objective settingImpact investing and monitoring Oversight Implementation Strategy

Our philosophy

The bfinance PRISM strives to put power in investors’ hands by doing things differently, providing full customization, exceptionally transparent analysis and a fully independent conflict-free business model.

How can we help you?

Connect with one of our investment team today and let us know how we can help.

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Meet the team

bfinance is defined by the integrity, commitment and support of our staff.

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Locations

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Address: 220 North Green Street, Chicago, IL 60607
Phone: (312) 829-4353
Contact Us: Enquiry Form

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