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

2018 Asset Owners Survey

INNOVATIONS IN IMPLEMENTATION

485 investors around the globe with assets approaching USD$8 trillion participated in our study on investment and organisational strategies.

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Our Services

Implementation matters

   

What our clients say

  • Without bfinance it would not have been possible for us to prepare the basis for a manager selection decision of this quality.

    Head of Public and Private Equity, BWVA, Germany

  • bfinance put a lot of effort into developing the questions and the whole process. They came up with something very impressive.

    Superannuation fund, Australia

  • bfinance went the extra mile to provide us with the information we needed to achieve our goals.

    Investment Manager, Local Government Pension Scheme, UK

  • bfinance understands investments in sophisticated products, is familiar with the minute details of the complete process, and understands the asset managers we speak with.

    Corporate pension plan, US

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 350 institutional clients across 35 countries, operating out of eight 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

Infrastructure Debt

A UK corporate pension plan was seeking to invest £200 million in infrastructure debt in the UK/Europe, using one or multiple managers.

02

European Private Debt

In seeking to make their first ever allocation to private debt, this Italian pension plan was keen to cast a wide net including real estate debt, infrastructure debt and direct lending, and consider subordinated as well as senior debt.

03

Global Real Estate

This Italian pension plan had an extensive domestic real estate portfolio and was seeking to make a second allocation into Core/Core+ global real estate, including a review of the incumbent global real estate manager alongside the available options.

04

European Real Estate

A Dutch pension plan sought to make their first investment in international real estate. This investor was ideally hoping for core-type exposure but were happy to consider income-producing Core+ strategies for a target return of 6-9% per annum.

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Contact

Get in touch with the team.