Putting power in investors' hands
learn moreWhy bfinance
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 moreOur Services
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 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.
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.
WHITE PAPER
'Impact' in Private Equity: What Is Best Practice?
The ‘impact’ private equity sector is rapidly growing and maturing. Yet it is far from straightforward to assess the credibility of these strategies.
WHITE PAPER
Commodities - Sector in Brief
Fewer than a quarter of institutional asset owners invest directly in commodities, according to the latest bfinance Global Asset Owner Survey.
ARTICLE
Are Equity Long/Short Managers Meeting Investors’ ESG and Climate Needs?
Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge fund counterparts in other strategies–thanks largely to the groundwork laid by the long-only equity investment industry and its data suppliers.
Latest Case Studies
Implementation in focus
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...
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.
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.
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.
Sign up to our newsletter and receive the latest bfinance insights by email.
Contact
Get in touch with the team.