Manager Research & Selection | Equity

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

Rethinking equity manager research

Our experienced equity team works with investors around the world on active, passive and smart beta strategies for all developed and emerging markets.

Managers are assessed and scored based on what matters to the investor, such as providing diversified exposures versus retained equity managers or a close alignment of investment philosophy. The integration of environmental, social and governance (ESG) considerations has been of critical importance. All equity searches also incorporate Style Research analysis as standard, to provide an additional lens on managers’ exposures.

Case Studies

Implementation in focus

01

European Equity, ESG Focus

A Pension Fund in the Benelux region sought a pan-European equity manager for a EUR 55 million mandate that spanned both EU and non-EU equity markets.

02

Global Shariah Equity

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

03

Global Equity, Quality Style

A UK-based, globally known insurance brand hired bfinance to identify a global equity manager with a clear “quality” focus.

04

Global Equity

This Canadian corporate pension fund wanted to replace their international equity managers and, perceiving a previous U.S. bias, sought a broader understanding of non-U.S. firms.

Recent Articles

Equity Insights

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