Manager Research & Selection | Equity

The reports I read are outstanding in terms of richness of information. The information is exactly what is needed to make an informed decision.

Insurer, UK

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

US/Canada Equity, Dividend Focus

This investor sought to switch from passive strategies towards active management, with the primary driver being the inability to meet their ESG-related objectives through passive strategies.

02

Public Equity – US Large Cap Value ESG

This Canadian pension fund, which traditionally uses an internal team for conducting manager searches, had already reviewed several managers in this asset class before enlisting bfinance’s assistance.

03

Global Emerging Markets Small-Cap Equity

This client, an Australian superannuation fund, was making its first dedicated allocation to small-cap stocks in emerging markets (EM). The mandate was intended to serve as a high alpha component of the pension fund’s overall equity portfolio, hence the client’s aggressive return expectation of at l...

04

Global Small-Cap Equity

The client, an Australian superannuation fund, engaged bfinance to identify high-alpha global small-cap equity strategies to complement its existing roster of large- and all-cap managers investing globally across developed and emerging markets.


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