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bfinance poll reveals shift in ESG sentiments amid heightened geopolitical concerns

In March 2025, bfinance invited institutional investors to participate in a snap poll conducted in the wake of mounting economic and geopolitical turbulence. Recent months have seen significant disruption to

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17 Apr 2025

bfinance report reveals major shifts in private markets and asset allocation strategy

A new report from independent global investment consultancy, bfinance, has identified the key challenges in incorporating private market investments into strategic asset allocation models. Given the absence of robust benchmarks for

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26 Mar 2025

New bfinance report highlights key risks and opportunities in semi-liquid private equity

A new semi-liquid private equity market report from independent global investment consultancy, bfinance, has found that the market for semi-liquid PE funds has grown to more than 40 strategies with an

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11 Mar 2025

Investors must strengthen portfolio resilience amid persistent macroeconomic uncertainty

Independent global investment consultancy bfinance has released its latest Manager Intelligence and Market Trends report, offering comprehensive insights on institutional investor activity, risk appetite, market developments and asset manager performance

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18 Feb 2025

bfinance strengthens Australian presence with appointment of Ian Lyu as Director of Client Consulting

Ian Lyu Independent global investment consultancy bfinance has appointed Ian Lyu as Director, Client Consulting, to support growing demand from institutional investors, wealth managers, and family offices navigating an increasingly

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14 Feb 2025

Australian wealth managers turn to bfinance for institutional-grade investment solutions amid competitive pressures

bfinance, a global independent investment consultancy, has announced a strategic expansion of its wealth sector services, as wealth managers face growing demand for sophisticated, institutional-grade investment solutions. Responding to a

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26 Nov 2024

Global asset owner survey finds investors re-prioritising allocations amid geopolitical uncertainty and rapid digitalisation

Independent global investment consultancy, bfinance, has released its biennial global asset owner survey, identifying the priorities of more than 300 senior investors, with a combined AuM of over US$7 trillion

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25 Nov 2024

Surge in investor demand for diversification

The latest Manager Intelligence and Market Trends report from independent global investment consultancy, bfinance, has found that investors are increasingly looking to improve diversification across regions, styles, and market caps

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19 Nov 2024

New bfinance report calls for reassessment of investment management fees in new environment

bfinance, the independent investment consulting firm, has released its latest report, “Investment Management Fees: Fairness Revisited,” with a comprehensive analysis of current trends and challenges in investment management fees and

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28 Jun 2024

bfinance Endowment & Foundation Investment Survey reveals that high inflation and market volatility has brought new pressures for ‘non-profit’ asset community

A new survey conducted by the independent global investment consultancy, bfinance, on the topic of endowment and foundation investment has revealed a challenging investment climate, asset allocation intentions, and the

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06 Dec 2023

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]