Private equity manager searches
Private equity manager research
In Manager Research and Selection, we support private equity investors in identifying outstanding managers that also fulfil their specific investment objectives such as geographical diversification, building an impact portfolio or the generation of appropriate co-investment opportunities.
With high performance dispersion and long-term horizons, manager selection is crucial to managing implementation risk in private equity. Our clients range from veteran private equity LPs seeking to enhance portfolios to first-time entrants wanting to build up appropriately diversified exposure.
Investors gain control over the parameters of searches, enabling the expression of specific needs and preferences to the manager universe, such as a focus on particular investment themes, views on fee structures, knowledge transfer requirements and ESG integration. An open, all-of-market search philosophy captures the full breadth of established and emerging managers that may be suitable. Full transparency through the process also facilitates a high degree of client education.
Read more about ESG in Manager Research.
Where investors seek diversified Private Markets exposure, Private Equity specialists work closely with Private Debt or Real Asset researchers to provide joined-up analysis or access to the evolving ‘multi asset private markets’ sector. The firm’s Operational Due Diligence unit is also available to support implementation.
Optimizing private equity portfolios
In Portfolio Design and Strategic Asset Allocation, dedicated private equity researchers support the bfinance Portfolio Solutions team in their analysis. Specialist input ensures that ‘top-down’ analysis is enhanced by ‘bottom-up’ insight on current private equity investment strategies, helping strategists to develop solutions that will be effective and efficient to implement in practice.
The ESG Advisory group can work closely with our private equity specialists, ensuring that analysis leverages the latest manager ESG data as well as insight on specific Impact or ESG-thematic strategy types such as the emerging universe of ‘impact’ strategies.
Private equity researchers also provide targeted support for Fee Reviews, with new insights on industry pricing and day-to-day experience negotiating fees for and alongside our clients.
Latest case studies
Shariah-compliant Private Equity and Infrastructure
The client, a Middle Eastern foundation, was looking to enhance the returns of its overall...
Designing a Corporate Private Equity Portfolio
A Belgian corporate was seeking to create a private equity investment unit, making productive use...
Sharia-compliant PE Secondaries
This Middle Eastern wealth manager sought bfinance’s assistance in building a portfolio of...
Focused ODD Assessment, Private Equity
The investor, a German public pension scheme, was conducting a search for a global private equity...