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  • Asset Allocation – Private Markets Class Divide | bfinance
    When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Asset Allocation Private Markets Class Divide You are here Home News Asset Allocation Private Markets Class Divide 11 February 2016 11 February 2016 Comments Comments Off Derek Williams Managing Director Private Markets at bfinance writes about allocating to real assets in the current edition of IPE Real Estate Real assets specifically real estate and infrastructure are in much demand Asset allocators are demanding more durable yield alternatives in a world of uncertainty Tangible hard real assets are in vogue for pension funds insurance companies sovereign wealth funds and family offices alike Some in the market however are finding it increasingly difficult to underwrite transactions to a credible internal rate of return IRR Too much competition for certain deals is causing some alarm at the low level of yield on prime assets with the backdrop of increasing interest rates and an uncertain geopolitical environment that is having a negative impact on listed asset classes Real assets will not be immune to all of these and yet allocations keep on coming While bfinance views that a credible real asset strategy real estate and infrastructure debt and equity can be created to provide durable income to do so one has to appreciate the risks in the market Many investors new to real estate and infrastructure talk about the two asset classes in the same breath In our experience the competition for capital

    Original URL path: http://www.bfinance.ca/asset-allocation-private-markets-class-divide/ (2016-04-26)
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  • Fonds FMOQ | bfinance
    Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch Main menu About us Mission and values The bfinance story Structure Locations North America Europe Our People Canadian Team Industry Specialists International Management Performance Awards What we do Asset classes Public markets Private markets Diversifying Strategies Services Investment strategy design development and review Investment Manager research and selection Customised Portfolio Implementation Portfolio analytics and monitoring Portfolio risk solutions Training Issues and Solutions When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Français French Fonds FMOQ You are here Home Portfolio item Fonds FMOQ Martin Vallée Portfolio Manager Fonds FMOQ Type of service Canadian Equity manager search Asset Class Canadian Equities Business issue One of the Canadian Equity managers was underperforming A new large cap manager that complemented the remaining managers was required Engagement CAD 46 million Canadian Equity manager search Role The client had three large cap managers and one small cap manager for investments in Canadian Equities The mandate was to replace one of the large cap managers as a result of its underperformance In the process of reviewing the client s equity structure we evaluated the other three remaining managers to find a new manager that would complement them This entailed analysis of a broad universe of managers Value added Consideration of

    Original URL path: http://www.bfinance.ca/portfolio-item/fonds-fmoq/ (2016-04-26)
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  • Stichting Nedlloyd Pensioenfonds | bfinance
    values The bfinance story Structure Locations North America Europe Our People Canadian Team Industry Specialists International Management Performance Awards What we do Asset classes Public markets Private markets Diversifying Strategies Services Investment strategy design development and review Investment Manager research and selection Customised Portfolio Implementation Portfolio analytics and monitoring Portfolio risk solutions Training Issues and Solutions When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Français French Stichting Nedlloyd Pensioenfonds You are here Home Portfolio item Stichting Nedlloyd Pensioenfonds bfinance provided the analysis that we needed to take our decisions with confidence Frans Dooren Stichting Nedlloyd Pensioenfonds Type of service Portfolio quality assessment Asset Class Private Equity Business issue Will the PE portfolio of this mature pensionfund soon be cashflow positive or should an offer to purchase part of the portfolio be considered Engagement Evaluate the quality of

    Original URL path: http://www.bfinance.ca/portfolio-item/stichting-nedlloyd-pensioenfonds/ (2016-04-26)
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  • Dorset County Pension Fund | bfinance
    menu About us Mission and values The bfinance story Structure Locations North America Europe Our People Canadian Team Industry Specialists International Management Performance Awards What we do Asset classes Public markets Private markets Diversifying Strategies Services Investment strategy design development and review Investment Manager research and selection Customised Portfolio Implementation Portfolio analytics and monitoring Portfolio risk solutions Training Issues and Solutions When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Français French Dorset County Pension Fund You are here Home Portfolio item Dorset County Pension Fund Having worked with bfinance on a number of projects over several years I am always impressed by the quality of the individuals which inspires mutual trust and confidence Nick Buckland Head of Treasury and Pensions Type of service Manager Selection Asset Class Global Emerging Markets Equities Business issue New allocation to GEM

    Original URL path: http://www.bfinance.ca/portfolio-item/dorset-county-pension-fund/ (2016-04-26)
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  • Leading Nordic Institutional Investor | bfinance
    us Global English French German Italian Dutch Main menu About us Mission and values The bfinance story Structure Locations North America Europe Our People Canadian Team Industry Specialists International Management Performance Awards What we do Asset classes Public markets Private markets Diversifying Strategies Services Investment strategy design development and review Investment Manager research and selection Customised Portfolio Implementation Portfolio analytics and monitoring Portfolio risk solutions Training Issues and Solutions When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Français French Leading Nordic Institutional Investor You are here Home Portfolio item Leading Nordic Institutional Investor Type of service Portfolio review and manager selection Asset Class Long only equity Business issue Prompted by an underperforming Japan equity manager our client wanted to take the opportunity to re examine their entire internally and externally managed equity portfolio The aim was to identify the optimum asset allocation for their investment objectives while determining the best way to deal with the underperforming manager Engagement bfinance took a two stage approach the first of which was a detailed analysis of the equity positions allowing the identification of all the risk and return characteristics of the portfolio Both backward and forward looking factors were put into play the results leading to concrete improvements for the investor to implement at their discretion The second stage involved carrying out a competitive tender for Asia and Japan equity asset managers on behalf of our client Role bfinance s

    Original URL path: http://www.bfinance.ca/portfolio-item/nordic-institution/ (2016-04-26)
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  • GCC Sovereign Wealth Fund | bfinance
    Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch Main menu About us Mission and values The bfinance story Structure Locations North America Europe Our People Canadian Team Industry Specialists International Management Performance Awards What we do Asset classes Public markets Private markets Diversifying Strategies Services Investment strategy design development and review Investment Manager research and selection Customised Portfolio Implementation Portfolio analytics and monitoring Portfolio risk solutions Training Issues and Solutions When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Français French GCC Sovereign Wealth Fund You are here Home Portfolio item GCC Sovereign Wealth Fund Having worked with traditional consultants before bfinance were able to offer us something different and valuable Their investment solutions approach helped us to identify a manager that was not only

    Original URL path: http://www.bfinance.ca/portfolio-item/gcc-sovereign-wealth-fund/ (2016-04-26)
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  • Middle East Institution | bfinance
    values The bfinance story Structure Locations North America Europe Our People Canadian Team Industry Specialists International Management Performance Awards What we do Asset classes Public markets Private markets Diversifying Strategies Services Investment strategy design development and review Investment Manager research and selection Customised Portfolio Implementation Portfolio analytics and monitoring Portfolio risk solutions Training Issues and Solutions When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Français French Middle East Institution You are here Home Portfolio item Middle East Institution Type of service Fee and Investment Cost Benchmarking Asset Class Multiple Business issue From a bottom up perspective the client wanted to understand how their manager fee levels compared to the market median From a top down perspective they wanted to understand how their portfolio as a whole compared to a global peer group on returns asset allocation and

    Original URL path: http://www.bfinance.ca/portfolio-item/middle-east-institution/ (2016-04-26)
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  • Recruitment | bfinance
    pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch Main menu About us Mission and values The bfinance story Structure Locations North America Europe Our People Canadian Team Industry Specialists International Management Performance Awards What we do Asset classes Public markets Private markets Diversifying Strategies Services Investment strategy design development and review Investment Manager research and selection Customised Portfolio Implementation Portfolio analytics and monitoring Portfolio risk solutions Training Issues and Solutions When managers underperform Portfolio risk and resilience Diversifying with hedge funds Fund of hedge fund or direct hedge fund Investing in frontier markets Interest rate risk Fed tapering Infrastructure investing for pension funds Small Cap investing Case studies Our clients Public Pension Funds Corporate Pension Funds Insurance companies Endowments Foundations and Family Offices Financial Institutions Market Intelligence Publications Podcasts News Contact us Contact us Global English French German Italian Dutch English Français French Recruitment You are here Home Recruitment Our fast growing international team has a rich mix of backgrounds We recruit mainly from the worlds of portfolio management

    Original URL path: http://www.bfinance.ca/recruitment/ (2016-04-26)
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