Manager Research & Selection | Diversifying Strategies
Endowment, North America
Real diversification
The Diversifying Strategies team, led by industry veteran Dr. Toby Goodworth (Managing Director), covers hedge funds, FoHFs, liquid alternatives, multi-asset, currency and commodities.
During the past five years, Toby and his group have pioneered new ways of thinking about alternative investment strategies and how to access them. The team has also worked to educate asset owners and the industry on new or unfamiliar asset classes, such as Alternative Risk Premia (or “Alternative Beta”). In manager research and selection for Diversifying Strategies, a highly customised approach coupled with strong technical expertise proves critical for our clients.
We provide a range of services including portfolio strategy and design, portfolio risk reviews and solutions, investment manager search and selection and due diligence.
Clients retain us as an ongoing and active advisor to provide fully customised investment programme design and management or ongoing active advisory and monitoring solutions. We also provide services on a “modular” basis.
For each project we create a dedicated project team whose role is to partner with our client’s team and ensure that the client’s specific objectives are met. Ours is not a “one size fits all” approach and our economic incentives are aligned with our client’s success.
Case Studies
Implementation in focus
Liquid Alternatives Portfolio Review
This client, a German insurance company, sought bfinance’s assistance to conduct a review of its conservatively invested liquid alternatives portfolio, which deployed assets in low net exposure and market neutral strategies.
Tactical Asset Allocation and Currency Overlay
This investor previously had a TAA overlay on regional equities and bonds but not on international investments. Here, they sought to extend this approach to the international portfolio—and also consider an FX overlay—in order to drive enhanced returns.
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.
Asia Multi-Strategy Hedge Funds
This investor was making a first-time allocation to Asian Multi-Strategy hedge funds.
Recent Articles
Diversifying Strategies Insights
Sign up to our newsletter and receive the latest bfinance insights by email.