bfinance

We're very pleased to be partnering with the Italian pension scheme for veterinarians Enpav, to support them in developing a sustainable investment policy: okt.to/oRra5Y

We're very honoured to announce that we've been shortlisted for the Investment Advisory Service of the Year Award at the 2024 LAPF Investments Awards! A huge thank you to LAPF Investments and the judges for shortlisting us for this award.

Hurdle rates continue to be a hot topic of debate! In our latest article, Chris Stevens, CFA, CAIA delves into the subject once more, highlighting that just 25% of hedge fund managers have a hurdle rate for their performance fees in place: okt.to/Xci32u

Thank you to Institutional Asset Manager for covering our recent paper on Listed Real Assets, where we noted that, despite a recent slump, the market could be gearing up for a comeback. Read the full article here: okt.to/BTIje4 #RealAssets #realestate #onyourside

Download our new paper, Carbon Trading Strategies: Sector in Brief: okt.to/zFOKhN This paper offers an introduction to the investment characteristics of carbon compliance credits.

@InvestorDaily points to 'alternative investment dilemma' in operational due diligence, highlighting insights from Matt Siddick @bfinance. Journalist Jessica Penny okt.to/lxe76P

We are delighted to announce the launch of bfinance's Dubai office, reflecting the importance our MidEast&Africa clients - and key growth themes in Shariah Investing & Wealth Management. MD Alex Denby in Dubai: and Director Amir Saleem moving from London. okt.to/BAbCI7

Thank you to Financial Investigator for covering our recent paper, where we highlighted a growing trend of coupling Listed Infrastructure and REITs together, to create a 'Listed Real Asset' product. Read the full article here: okt.to/axz3U5

What role are Credit Secondaries playing in the wider Private Credit ecosystem and how is this changing? – interesting discussion from this panel at Pension Bridge Private Credit Europe 2024. Pictures speakers: Olivier Cassin Joaquin Ruiz Keith Brakebill

Read our latest article from Matt Siddick, where he highlighted the importance of investors scrutinising their service providers as operational risks continue to evolve: okt.to/vBiMIK #operationalrisk #ODD #onyourside

'Listed Real Assets' (LRA) = recently gained recognition as a defined group (REITs, listed infra +++ ). But after a challenging phase of performance, how will investors evaluate their role in portfolios? And why do active managers continue to outperform? okt.to/NKeCPE

There are now more than 50 asset managers offering access to natural capital investing, as demand for this asset type surges. Thanks to FS Sustainability for covering our latest paper. Read the full article here: okt.to/mBqj5e

Great to see more coverage of our latest Natural Capital Investing paper, published this week, by Portfolio Adviser, where we highlighted that there are now more than 50 asset managers offering natural capital strategies. Read the full article here: okt.to/LCQNEh

Very pleased to see our latest paper on Natural Capital Investing covered by New Private Markets, where we noted that permanence and co-benefits are factors to consider when assessing a carbon offset fund. Read the article here: okt.to/ryDvF6

In a remarkable swing of ‘real asset’ appetite, natural capital manager searches outnumbered real estate manager searches for the first time in 2023, and while natural capital investing is not new, it has evolved. Download the Natural Capital paper here: okt.to/tchZFw

Despite the high level of UK fund outflows, defined benefit pension funds have "generally seen a significant improvement in funding ratios," says Sam Gervaise-Jones in a conversation with Ignites Europe. Read more here: okt.to/uZCPv8

bfinance is honoured to receive an @eprivateclient Top Investment Consultant award for 2023. Thank you to all of our clients and friends in the wealth management/family office/HNW space for your support and partnership over the past year. @Nedbank #onyourside

Despite the AUM growth of the world's top 150 real estate investment managers turning negative for the first time in a decade, "redemption requests have been quite high, but relatively low levels have been paid out so far," says Peter Hobbs with IPE: okt.to/xAy6Q5

@Bloomberg's Chris Bryant tackles hurdle rates in private debt in an article featuring @Thibault Sandret - "It’s too easy for managers to earn performance bonuses now that interest rates have risen." Read the article here: okt.to/a3Pb79

Out Today: endowments, foundations & charities/non-profits from 16 countries share data/insights in the Endowment & Foundation Investment Survey. Free to download here: okt.to/rQ12uz