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Investment decisions that matter
The global pension fund industry has changed dramatically since we started supporting funds more than two decades ago. So have the challenges facing pension investment managers and trustees upon who members rely to deliver results that will enable them to retire with financial security.
Investment decisions that affect returns, risks and costs have never been more crucial to members—especially where funds may lack the risk-sharing and sponsor protections of the classic defined benefit model. Pension fund leaders must navigate a more complex investment landscape, deal with new challenges and drive innovation.
Supporting the needs of pension fund teams
Pension funds represent more than 50% of bfinance’s client base. Each client in this area has a unique combination of regulatory restraints, liabilities, governance structures and internal resources. bfinance’s services have been designed to work around your needs, providing the maximum flexibility to access the precise support you want—when you want it.
We pride ourselves on innovating for our pension fund clients. Many of our established services—strategic portfolio design, fee reviews, ESG and impact investment advisory—began their existence as ad hoc advisory projects to address new or persistent/unsolved challenges that pension fund investment leaders were bringing to our attention. The most popular service area for this client segment remains manager research and selection, where pension fund managers continue to take advantage of exceptional flexibility to customize RFPs, source new solutions and overcome the constraints of ‘buy-lists’. Other services used by our pension fund clients include strategic asset allocation, risk analytics, and (increasingly) operational due diligence.
Latest case studies
Operational Due Diligence, Real Estate
A prominent public sector pension fund sought support in conducting a thorough ODD assessment of...
Fund Fee Review
The superannuation fund wanted to review the management fees they were paying for investment...
Global ESG Equity
The asset owner, a Nordic private pension plan, was seeking one global ESG equity manager to...
Portfolio & Manager Review
A UK pension fund appointed bfinance to support them in the review and potential reconfiguration...
Our latest articles and white papers
Latest Insights Carousel
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...
‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
Asset owners are now grappling with fundamental tensions within equity portfolio design. The...
Time to Press for Better Fees in Private Markets?
A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that...
Global Asset Owner Survey: Risk and Resilience
A secular macroeconomic transition has created an unenviable series of choices—and potential...
Diagnosis: Opportunity? Direct Lending in Healthcare
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’...
Manager Intelligence and Market Trends - November 2024
bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional...
Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA,...
Seeking Diversity from Investment Managers
Diversity (or the lack of) has been a hot topic across the asset management industry for decades....
Energy Transition and the Commodity Investment Conundrum
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular...
Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
In a new macroeconomic environment, cost management requires fresh attention from investors....
