Putting power in investors' hands

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Why bfinance

Customised support for investment implementation. Expertise and heavy lifting, when you need them. Take control.
Why work with us?

ESG Asset Owner Survey

How Are Investors Changing?

We surveyed 256 asset owners around the globe with assets in excess of US$7 trillion to discover which approaches they now use and identify today’s key challenges.

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Our Services

Implementation matters

   

What our clients say

  • They have experts that knock your socks off. They have true experience. They’re the experts. This is what you don’t get in other consultants.

    Pension Fund, Asia Pacific

  • My experience working with bfinance has been absolutely positive. We have been working with them for several years which attests to the professionalism and timeliness of the whole team.

    Pension Fund, Europe

  • One strength is clearly the quality of the work. The research they do and the due diligence on managers are quite comprehensive.

    Bank, South Africa

More about bfinance

Award-winning investment consultancy firm with a global reach

01

What we do

bfinance works for asset owners around the globe on the implementation of investment strategy, from fund manager research and selection to portfolio design and monitoring.

02

Who we help

Established in 1999, bfinance has worked for more than 490 institutional clients across 43 countries, operating out of 10 international offices. The firm has been recognised with numerous industry awards for innovation and investment consultancy.

03

Who we are

bfinance is committed to promoting the interests of investors in an industry that all too often sees the ‘balance of power’ tilted in favour of the firms that exist to serve them.

04

Meet the team

Dedicated investment researchers covering the full spectrum of traditional and alternative asset classes. Regional client consultants in 10 global offices.

What's new

Publications, events and company news.

   

Latest Case Studies

Implementation in focus

01

Designing a Multi-Manager Equity Portfolio

A Canadian pension plan was seeking to improve its approach to investing in global equities. After initial review (with bfinance) revealed both known and unknown biases, priorities included: the regional segmentation of the portfolio, the proportion of passive exposure, the choice of active manageme...

02

Small Cap Equity - Global

This investor was making their first allocation to global small-cap equities and willing to consider any investment approach (systematic or discretionary) and any style, with a preference for an unconstrained investment mindset rather than benchmark-relative positioning.

03

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.

04

Fixed Income Portfolio Design

This US wealth manager sought to update its relatively conservative fixed income portfolio in order to meet the investment target of 3-5% per annum nominal returns—a topic that has become particularly pressing for their team in a climate of inflation and rising interest rates.

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Contact

Get in touch with the team.

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