Manager Research & Selection | Diversifying Strategies

I would have no hesitation recommending them especially for the marketable alternatives based on the strengths of the people involved and the rigor of their due diligence process.

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

01

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.

02

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.

03

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.

04

Asia Multi-Strategy Hedge Funds

This investor was making a first-time allocation to Asian Multi-Strategy hedge funds.


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