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.

Find out more

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 390 institutional clients across 38 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

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.

02

Shariah-compliant Private Equity Secondaries

This Middle Eastern wealth manager sought bfinance’s assistance in building a portfolio of Shariah-compliant private equity secondaries. Although the client was intent on accessing globally focused managers with a tilt towards buyouts, it was also willing to include growth and venture capital invest...

03

US/Canada Equity, Dividend Focus

This investor sought to switch from passive strategies towards active management, with the primary driver being the inability to meet their ESG-related objectives through passive strategies.

04

Fixed Income – US Short Duration High Yield

This UK-based international property and casualty insurance group was seeking to invest USD140 million with one manager running a US-centric short duration, high yield bond portfolio. The insurer wanted to target BB-rated bonds maturing within five years to achieve a desired level of yield and keep ...

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Contact

Get in touch with the team.

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