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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

Fees for super funds and investors on the rise

A new asset owner survey conducted by the independent global investment consultancy, bfinance, has found that investors across the globe are grappling with cost management challenges amid persistent inflation, heightened

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04 Jul 2023

bfinance insights into multi-manager strategies for alternative investing

Institutional investor demand for an increasingly wide variety of non-traditional asset classes and sectors has driven the expansion of multi-manager alternative investment strategies, particularly within private markets. These offer diversification

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02 Jun 2023

New research reveals the maturity of impact private equity

bfinance, the leading independent investment consultancy, has released fresh research on the rise of ‘impact’ private equity funds, showing the remarkable evolution of ‘impact’ private equity landscape while also revealing

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28 Mar 2023

bfinance hires Olivier Cassin as global head of investments and research

bfinance, an independent investment consultancy, has announced the appointment of Olivier Cassin, who will lead the firms research and investment teams following bfinance’s recent management buyout. Mr Cassin returns to

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15 Mar 2023

Institutional investors shift portfolios amid macroeconomic concerns

Independent investment consultancy bfinance has released its biennial global asset owner survey. With 2022 proving to be a year of major market and macroeconomic upheaval, the survey queried 396 senior

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18 Nov 2022

Why portfolio protections and risk overlays are under scrutiny as equity markets slump

Following the considerable market losses endured in the first half of 2022, bfinance outlines that investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,

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14 Jul 2022

bfinance strengthens Australian team with new senior hire

Specialist global investment consulting firm, bfinance, has strengthened their presence in Australia with the appointment of Sebastian Mays to the newly created role of Business Development Director. This new position

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28 Jun 2022

Entering leveraged loans? Three implementation questions to answer

Rising interest rates and inflationary forecasts continue to underpin strong demand for leveraged loans, thanks in large part to their floating rate characteristics. Yet investors seeking to introduce dedicated exposure

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22 Jun 2022

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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 [...]