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Diversifying strategies manager searches
Multi asset manager research
In Manager Research and Selection, we help investors to fulfil a wide range of portfolio objectives through multi asset strategies. A highly customized full-market procurement process places investors’ risk/return needs in the driving seat, as well as other criteria ranging from regulatory requirements to ESG integration. This approach to manager research is particularly helpful in the multi asset sector, cutting through an extremely varied strategy universe and maximizing managers’ ability to propose customized solutions in response to clients’ stated objectives if they are able to do so.
Read more about ESG in Manager Research.
The majority of multi asset manager searches are led by the Diversifying Strategies group but many involve cross-team support with, Equity, Fixed Income and Portfolio Design specialists. The firm’s Operational Due Diligence unit is also available to support implementation.
Optimizing multi asset portfolios
In Portfolio Design and Strategic Asset Allocation, multi asset specialists support the bfinance Portfolio Solutions team in their analysis of clients’ exposures and strategies being used. This provides a strong, practical, ‘bottom-up’ perspective of the current availability/attractiveness of multi asset strategies, complementing ‘top-down’ analysis and aiding the development of workable solutions that will be efficient to implement in practice.
The ESG Advisory group has a strong overlap with the broader investment research team, with multi asset specialists providing relevant inputs based on the latest manager ESG data as well as insight on specific Impact or ESG-thematic strategy types.
Multi asset researchers also support Monitoring and Fee Reviews with live industry insights on relative performance drivers and pricing developments, as well as practical negotiation experience.
Latest case studies
Strategic Asset Allocation, Global
A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA)...
CMA and SAA Support
A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic...
Operational Due Diligence, Multi-Asset Credit
A reinsurer was looking to increase its allocation to multi-asset credit and took the opportunity...
Strategic Asset Allocation
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset...
