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Ultimi Approfondimenti
Supporto personalizzato per l'implementazione degli investimenti. Esperienza e professionalità, quando ne avete bisogno. A voi le redini ed il controllo.
Strategia
Assistiamo gli investitori a ottimizzare la loro asset allocation nel lungo periodo.
Implementazione
Il modello bfinance mette gli investitori alla guida di un processo efficace e collaudato.
Supervisione
Analisi disponibile ad ogni livello del vostro portafoglio.
Copertura delle asset classes
Profonda esperienza nei mercati liquidi e privati.
bfinance lavora per investitori in tutto il mondo sull'implementazione della strategia di investimento
- Incarichi: 1,600+
- Clienti: 540+
- Paesi: 45+
- Uffici: 11
Cosa dicono i nostri clienti
Nessuno è perfetto, ma è il più vicino possibile alla perfezione. Se si chiede loro di fare qualcosa, lo fanno rapidamente.
I report che ho letto sono eccezionali in termini di ricchezza di informazioni. Le informazioni sono esattamente quelle necessarie per prendere una decisione informata.
Ascoltano il cliente e rispondono alle sue esigenze. Personalizzano le soluzioni e sono flessibili per trovare qualcosa che vada bene per il cliente.
Investor Spotlight: MPS Foundation Seeks Stable Income While Delivering Social Objectives
An inflationary climate has created new challenges for foundations around the globe: with underlying projects seeking larger disbursements to cover their increased costs, there is a need for higher, stable, predictable income.
ULTIMI CASE STUDIES
Implementazione in primo piano
Recent Case Studies - Home Page (non-Sharia)
Global Impact Equity
The investor was looking to upgrade their sustainable ESG offering to a stronger impact proposition which could demonstrate positive impact contributions across multiple sustainable development...
Global Shariah Equity
The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity solutions, to be be managed in a segregated account structure (‘Discretionary Portfolio Management’...
European Equity
The client, a prominent Italian private pension investor, was seeking at least one pan-European equity manager to complement their existing European equity allocation.
Strategic Asset Allocation
The client, a Middle Eastern insurance company, sought to refine its Shariah-compliant strategic asset allocation (SAA).
Policy and Strategic Asset Allocation support
The client, a Middle-Eastern financial institution, sought support for reviewing and creating its Shariah-compliant Investment Policy Statement (‘IPS’), Strategic Asset Allocation and risk...
Equity Portfolio Design
The investor, a Canadian pension plan, engaged bfinance to reassess the design of their existing equity portfolio, with the aim to suggest fresh approaches that would be diversified across risk...
Strategic Asset Allocation
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset Allocation (SAA) for its new asset portfolio.
Strategic Investment Review
A UK-based Charity was seeking support for evaluating their current investment approach and strategic asset allocation.
Strategic review of FX hedging policy
A Northern-European endowment organisation engaged with bfinance to review its strategic approach for foreign currency hedging as part of its governance procedures.
Currency Overlay
This Canadian investor was seeking to manage their non-CAD exposures through a dynamic (non-passive) currency overlay, with an emphasis on risk management as opposed to 'currency alpha'.
Equity Portfolio Review and Global Value Equity Search
The investor, a European public pension fund, was keen to conduct a review of their international equity portfolio, which included a roster of external active and passive managers.
Portfolio Solutions – Fee Review, Public Markets
The client, an Australian pension scheme, was under mounting pressure from the Australian Prudential Regulation Authority (APRA), who is responsible for collecting and publishing the performance and...
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