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bfinance explores Portable Alpha resurgence as managers respond to growing investor demand

Independent investment consultancy bfinance has released a new paper focused on Portable Alpha, highlighting a notable resurgence of this strategy as institutional investors seek to enhance returns and improve capital

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06 Jun 2025

Private Markets, Flexible Credit and Hedge Funds drive mandate momentum in Q1 2025

Institutional investors are rotating towards private debt, infrastructure, and diversifying hedge fund strategies as geopolitical and macroeconomic pressures continue to drive selective risk-taking, according to the latest quarterly Manager Intelligence

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19 May 2025

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

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]