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 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 eight global offices.

What's new

Publications, events and company news.

   

Latest Case Studies

Implementation in focus

01

ESG/Impact Maritime Leasing

The client, a UK endowment fund with strong environmental, social and governance (ESG) credentials, was looking to further diversify its existing infrastructure programme.

02

Global Emerging Markets Equity

The client, a US-based wealth manager, had decided to terminate an existing relationship with an asset management firm due to the departure of a key portfolio manager.

03

Market-Independent Absolute Return

This investor sought market-independent strategies which exhibit very limited equity / credit beta (structurally and empirically)—ideally less than 0.1 in normal and stressed equity markets.

04

Core Fixed Income

The client, a European multinational property and casualty (P&C) insurer, was looking to re-tender a multi-billion-dollar, multi-currency fixed income portfolio invested in high-quality, short-duration bonds to new asset managers and reduce associated fees.

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Contact

Get in touch with the team.

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