Putting power in investors' hands
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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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Implementation matters
What our clients say
More about bfinance
Award-winning investment consultancy firm with a global reach
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.
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.
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.
Meet the team
Dedicated investment researchers covering the full spectrum of traditional and alternative asset classes. Regional client consultants in eight global offices.
What's new
Publications, events and company news.
WHITE PAPER
ESG Asset Owner Survey: How Are Investors Changing?
We surveyed 256 investors around the globe with assets in excess of US$7 trillion to discover which approaches they now use and identify today’s key challenges.
ARTICLE
Low Vol Troubles Highlight Active Manager Approaches
INVESTOR SPOTLIGHT
Investor Spotlight: Nordic and Dutch Investors Drive Impact Innovations
Latest Case Studies
Implementation in focus
Private Equity Fund of Funds
An Italian Pension Scheme seeking to allocate EUR 100mn to a private equity solution that would generate a net IRR above 7% per year.
Diversified Private Markets
An Asian institutional investor was seeking to invest US$200 million in a segregated mandate which provided diversified exposure across a range of private markets strategies.
Multi-Asset Absolute Return and Risk Parity
The investor was seeking to invest $100m with one Multi Asset manager via a pooled fund. The objective was to generate absolute returns of 5-6% (net of fees) over rolling 3-year periods, with a risk budget of up to 10% volatility and low-to-moderate equity beta.
Private Equity & Infrastructure Blend
An Asian institutional investor was seeking to invest US$200-300 million in segregated fund-of-funds mandate that included exposure to both private equity (>80%) and value-add infrastructure (20%), with a target net return of 16-20% in USD terms.
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Contact
Get in touch with the team.