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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
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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 10 global offices.
What's new
Publications, events and company news.
WHITEPAPER
Defensive Equities and Market Downturns
Through historic market downturns, defensive long-only equity strategies have shown a consistent ability to protect investor capital. Yet recent experiences have prompted questions around resilience. This report presents five types of ‘defensive’ equity strategy, explores their exposures and considers their performance.
ARTICLE
Entering Leveraged Loans? Three Implementation Questions to Answer
Rising interest rates and inflationary forecasts continue to underpin strong demand for Leveraged Loans, thanks in large part to their floating rate characteristics. Yet investors seeking to introduce dedicated exposure to this asset class can face significant implementation challenges.
ARTICLE
Portfolio Protection and Overlays: Time for a Rethink?
Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification, ‘defensive’ factors, ‘market-independent’ strategies and more explicit forms of protection such as risk overlays are all under scrutiny, with H1 bringing some notable disappointments as well as successes.
Latest Case Studies
Implementation in focus
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.
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...
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.
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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