Portfolio Solutions

No one is perfect, but they are as near to perfection as they can be. If you ask them to do something, they do it quickly.

Pension Fund, UK

Tailor Made

bfinance Portfolio Solutions services give our clients greater control, stronger governance and actionable information to support decision-making. The group spans three key sectors: Fee Benchmarking & Negotiation, Enhanced Monitoring and proprietary Risk Analytics. Tackle specific challenges or combine for fuller Portfolio Health-checks. Each service was initially developed at the request of specific clients who sought clearer, more customised information upon which to base key investment decisions and improve the management of their portfolios. There’s no one size fits all.

Enhanced Monitoring

From sector-specific to full portfolio monitoring, bfinance Monitoring is highly customisable. The service is light-touch when it can be and high-touch when it needs to be. We spend time to understand our clients up front in order to deliver useful information and qualitative insight.

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Risk Solutions

bfinance Risk Solutions enables our clients to track exposures, make more informed investment decisions and improve diversification. The methodology, based on published academic research, has been developed specifically to avoid the pitfalls of purely backward-looking risk analysis, and uses a common library of factors irrespective of asset type or investment style.

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Fee Reviews & Negotiation

bfinance fee reviews deliver actionable insights on the charges that investors are paying to external managers across all asset classes and sectors. Detailed, customised assessments are designed to support each client’s specific goals.

Board-ready fee review packs incorporate multiple layers of analysis including client-customised filters and metrics, expert commentary, identification of key patterns (e.g. variation by mandate size) and insight on relevant trends (e.g. over time).

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