• 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 investment styles. The investor required a

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  • Shariah-compliant Private Equity and Infrastructure

    The client, a Middle Eastern foundation, was looking to enhance the returns of its overall portfolio and chose Private Equity and Infrastructure Equity as suitable asset classes. The client was willing to consider all investment

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  • Shariah-compliant Private Income Strategies

    The client, a leading Middle Eastern asset manager, was planning to launch a new fund with the aim of providing investors with a diversified portfolio of income-generating assets.

  • Private Markets Portfolio Monitoring

    This investor was seeking to improve their approach to monitoring private markets strategies. Their private markets portfolio consisted of three multi-manager funds (Real Estate, Private Debt and diversified Private Markets), with

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  • Sharia-compliant PE Secondaries

    This Middle Eastern wealth manager sought bfinance’s assistance in building a portfolio of Shariah-compliant private equity secondaries. Although the client was intent on accessing globally focused managers with a tilt towards buyouts,

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  • Fee Benchmarking and Strategic Support

    This UK pension scheme was seeking to benchmark the fees being paid to more than a dozen managers across 20-plus strategies in public markets, alternatives and private markets given the scheme’s rapid growth in assets under management

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  • Social Impact in Real Estate

    This investor, a local government pension fund, was looking to invest GBP 45 million in Private Market strategies with high social impact—a new, dedicated impact allocation separate from its broader portfolio.

  • Private Credit – Trade Finance

    The client, a Bermuda-based reinsurance company, engaged bfinance to conduct a comprehensive review of global trade finance managers—including those with strategies focused on receivables or supply chain finance—with the goal of

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  • Infrastructure and Inflation Sensitivity

    An international non-life insurer/re-insurer with a growing book of assets sought to identify suitable infrastructure managers as part of their first allocation to private market investments.

  • Open-ended Infrastructure

    This Canadian Defined Contribution pension scheme was making their debut allocation to unlisted infrastructure. The plan’s structure necessitated a focus on open-ended strategies.

  • Real Assets – Timberland

    This client, a German private sector pension fund, was looking to gain global exposure to a specific real asset: timberland. Since the allocation was the client’s first to this sector, the manager search process involved helping the

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  • ESG/Impact Maritime Leasing

    The client, a UK endowment fund with strong environmental, social and governance (ESG) credentials, was looking to further diversify its existing infrastructure programme. The endowment’s investment team had identified maritime leasing

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  • Private Equity – Asia Pacific

    A German pension fund was seeking to complement an existing private equity allocation in Asia Pacific (APAC) by dedicating EUR50 million to a new mandate. The client was seeking to invest in a pooled direct fund and had a targeted

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  • Emerging Markets Private Equity

    The client, a South African pension fund, was looking to invest up to USD200 million in private equity with exposure to Emerging Markets and was particularly interested in focusing on opportunities in the Asia Pacific (APAC) region.

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  • Impact Real Estate – Social Housing

    The client, a UK endowment, was looking to allocate GBP 20 million to Impact Real Estate, focusing on affordable housing. Although the client indicated a minimum return requirement of 8% per annum, its management team wanted to

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  • Real Estate Alternatives

    The client, a US Insurer, was intending to allocate up to USD 50 million to ‘alternative’ real estate sectors in the US through one or more commingled funds. These sectors included residential assets, such as single-family rentals and

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  • Open-Ended Core Infrastructure

    A European pension fund was seeking to make an inaugural investment in a global, core/core-plus open-ended infrastructure strategy and planned to make a single allocation of EUR 70 million.

  • Core-plus/value-add Infrastructure

    bfinance is supporting an Asian pension plan and its gatekeeper in building out a global infrastructure portfolio with an allocation of up to $150 million to fund one or more managers implementing core-plus/value-add strategies

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  • Infrastructure Fund of Funds

    An Italian pension fund was seeking to allocate EUR 40 million to one or more infrastructure fund of funds managers who could provide diversified exposure to global markets, targeting mid- to high-single-digit returns. This was the

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  • Private Equity Fund of Funds

    An Italian Pension Scheme seeking to allocate EUR 100mn to a private equity solution that would generate a net IRR above 7% per year, investing across private equity primary fund investments, secondaries and co-investments through a

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