This client, an Australian superannuation fund, was making its first dedicated allocation to small-cap stocks in emerging markets (EM). The mandate was intended to serve as a high alpha component of the pension fund’s overall equity

The client, an Australian superannuation fund, engaged bfinance to identify high-alpha global small-cap equity strategies to complement its existing roster of large- and all-cap managers investing globally across developed and emerging

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

This Australian asset owner engaged bfinance to provide a value-for-money assessment on a large, diversified portfolio of assets worth more than AUD100 billion.

This client, an Australian pension scheme, sought assistance to conduct a full value-for-money review of the management fees it was paying for investment services.

The investor mandated bfinance to search for an alternative credit strategy with a view to investing c. AUD 50 million through a pooled fund. A typical return expectation for this type of strategy is cash + 4-6%.

The investor sought a comprehensive review of the alternative risk premia manager landscape with a view to investing approximately AUD300m with a single manager via a separately managed account targeting a return of cash plus 4% per

An Australian corporate pension plan sought to invest a further AUD 200 million in Global Emerging Market Equity and potentially Asia ex-Japan, through one or multiple mandates.