Portfolio Solutions | Enhanced Monitoring

The team are really strong in their level of knowledge and very patient. They really, really helped.

UK public sector pension fund

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. This includes developing customised reporting structures and performance assessment criteria for each investor. Flexibility is vital, so that reporting can evolve over time as needs or market circumstances change.