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

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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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 390 institutional clients across 38 countries, operating out of ten 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

Due Diligence, US Direct Lending

A UK local government investor appointed bfinance to conduct due diligence before seeding a new fund being launched by one of is incumbent managers.

02

Re-upping in Greenfield Infrastructure

A leading UK corporate pension plan was contemplating an investment in a manager’s second infrastructure fund, having already invested in the first

03

Global Shariah Equity

A financial institution in South East Asia was seeking to restructure its equity portfolio to improve diversification and resilience.

04

Absolute Return, Liquid Alternatives

This Wealth Manager sought up to four new liquid alternative managers to provide diversification against their existing alternative strategies while also being attractive on a standalone basis.

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Contact

Get in touch with the team.