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Inflation and Russia-Ukraine Crisis causes shift in ESG approach, asset class exposures: Investor snap poll

Key points: Nearly half of investors had direct exposure to Russia heading into Q1 2022, of which 45% have either fully exited or are trying to do so. 39% of

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13 Apr 2022

Are your asset managers equipped to face today’s cyber threats?

The profoundly altered work environment ushered in by COVID-19 has created new avenues for cyber-attacks, including collaboration tools, video conferencing solutions, devices and cloud-based applications. Recent operational due diligence (ODD)

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31 Jan 2022

Pandemic era sees major shift in asset allocation, investment risk exposures and ESG practices

A new study from bfinance, the independent investment consultancy, reveals major shift in insurers’ investment portfolios, driven by a combination of long-term pressures and the effects of the COVID-19 pandemic.

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20 Jan 2022

Institutional asset management fees have fallen significantly across asset classes

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

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23 Nov 2021

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

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

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22 Sep 2021

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

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

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03 Sep 2021

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

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

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13 Aug 2021

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

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

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12 Aug 2021

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

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

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06 Aug 2021

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

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

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19 Mar 2021

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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 [...]