Manager Research & Selection | Private Markets

They can reach every manager in the market. Their capabilities of doing such deep work on each manager, it is impossible for an organisation like us to do it on our own.

Pension Fund, Europe

Expert support for illiquid investment

Peter Hobbs’ team of specialists provides expert support across private debt, real estate, private equity, infrastructure, trade finance, agriculture, timberland, renewable energy and more.

 

A customised approach to portfolio design and manager selection, creative fee negotiation to minimise leakage and strong due diligence support all add particular value in private markets. Broad coverage ensures smaller, specialist boutiques are uncovered. With high performance dispersion and long-term horizons, manager selection is key to managing implementation risk.

Case Studies

Implementation in focus

01

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.

02

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. The company enlisted bfinance to search for the most compelling investment managers able to deliver Shariah-compliant so...

03

Shariah-compliant Global Real Estate

This investor, an Asian financial institution, recognized that it had a material underweight to Real Estate and wanted to look at appointing a top-tier manager or managers to assist in the diversification of its exposure.

04

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 underlying exposure to 64 different strategies.

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