Institutional asset management fees have fallen significantly across asset classes

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A new study from bfinance, the independent investment consultancy, has revealed that institutional asset management fees have fallen significantly in a number of asset classes – particularly certain ESG or Impact strategy types. Pricing compression is evident in well-established strategies such as ESG Equities and Renewable Energy Infrastructure. Meanwhile, newer strategy types such as Impact

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Investment consultants with USD 10 trillion of assets under advice come together to launch Global ‘Net Zero’ Initiative

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Twelve investment consulting firms, responsible for advising institutional asset owners on assets of approximately USD 10 trillion, have launched the Net Zero Investment Consultants Initiative (NZICI). Through nine specific action points, they commit to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. The initiative, which has been led by

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bfinance Wealth Manager Survey identifies major shifts in ESG integration, new technologies and use of alternative investments

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A new survey from bfinance, the independent investment consultancy, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating to as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition. The Wealth Manager Investment Survey gathered data from 120 wealth managers in 29 countries across five continents. Major developments

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bfinance builds operational due diligence capability with hire of Matthew Siddick as Senior Director

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bfinance, the independent investment consultancy, has announced the appointment of Matthew Siddick as Operational Risk Solutions Senior Director. Siddick will head up bfinance’s new Operational Risk Solutions advisory unit, based in the firm’s London office. He brings more than 14 years of experience in financial services, pensions and investments, most recently as head of EMEA

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bfinance highlights fundamental changes in how allocations to hedge funds should be designed and constructed

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bfinance, the independent investment consultancy, has released a new paper on How to Build a Hedge Fund Allocation. According to bfinance, in a period of heightened uncertainty, in which the pandemic and its macroeconomic implications still loom large, institutional investors are looking towards ‘liquid alternative’ or hedge fund allocations to answer the ongoing challenges presented

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bfinance strengthens sustainability offering with hire of Sarita Gosrani as Director, ESG & Responsible Investment

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bfinance, the independent investment consultancy, has announced the appointment of Sarita Gosrani as ESG and Responsible Investment Director. Sarita will head up bfinance’s new ESG advisory unit based in its London office and brings more than a decade of experience in financial services, pensions and investments. Gosrani was formerly Head of ESG Research at XPS

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New bfinance report reveals renewables sector has transformed into a diverse, global and highly competitive asset class

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Appetite for renewable energy infrastructure has been extremely strong, buoyed by ESG agendas as well as broader demand for infrastructure as an asset class. The COVID-19 crisis threw a spotlight on renewables, with energy price volatility highlighting the sensitivity of renewable energy assets to merchant power prices while, at the same time, reduced energy consumption

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New bfinance ESG asset owner survey shows rapid growth in ESG investment activity across different asset classes, carbon reporting, impact focus

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With investors focusing more on ESG Kathryn Saklatvala investment matters than ever before, a new global study from bfinance, including 26 respondents from Australia, tracks key changes in implementation practices and identifies today’s key challenges. Three key themes have emerged from the findings: First, ESG is increasingly becoming a total-portfolio subject, with investors seeking to

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bfinance appoints Client Consultant to lead institutional investor expansion in Australia

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bfinance, the independent investment consultancy, has announced the appointment of Daniele Goldberg as Client Consultant to support the continuing growth of bfinance’s operations in Australia. Based in Sydney, Ms Goldberg will work closely with bfinance’s Australian Senior Director Frithjof van Zyp to further expand bfinance’s footprint in Australia and work closely with asset owner clients

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New bfinance asset owner survey: 82% satisfied with performance during pandemic, investors see opportunities, not obstacles

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Following the quickest equity market drawdown in history in Q1 2020 and with government deficits skyrocketing to formerly inconceivable levels, bfinance has conducted its mid-year Asset Owner Survey to ascertain what investors have learned from 2020 so far, how they have handled the obstacles and opportunities created by the crisis, and their current expectations. bfinance

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