Manager Research & Selection | Fixed Income

The first thing is their knowledge. They are very knowledgeable about the industry and all the players.

Insurer, Europe

Improving fixed income portfolios

The fixed income strategy group, led by Mathias Neidert (Managing Director, Head of Public Markets), works with a highly diverse group of investors around the world, helping them to identify the best bond managers for their needs.

From investment grade and securitised credit through to corporate high yield, emerging markets and leveraged loans, this team covers all aspects of the debt spectrum apart from private market strategies. Working with equity specialists, Mathias’ group also leads manager research for traditional Multi Asset investment.

Case Studies

Implementation in focus

01

Core Fixed Income

The client, a European multinational property and casualty (P&C) insurer, was looking to re-tender a multi-billion-dollar, multi-currency fixed income portfolio invested in high-quality, short-duration bonds to new asset managers and reduce associated fees.

02

Alternative Credit

The investor mandated bfinance to search for an alternative credit strategy with a view to investing c. AUD 50 million through a pooled fund. A typical return expectation for this type of strategy is cash + 4-6%.

03

Municipal Bonds

This German institutional investor wished to invest USD 50 million in Municipal Bonds via a fund-of-one. We sought strategies featuring primarily Taxable munis and low exposure to high yield.

04

Leveraged Loans

A Middle Eastern insurance company wished to invest in approximately USD 100 million in Leveraged Loans, with a focus on senior secured debt.


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