bfinance

New Article: ‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears: https://okt.to/WryLul Asset owners are grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration, while at the same time, investors appear increasingly reluctant to take significant active risk versus the benchmark. In this article, Robert Doyle and Weichen Ding discuss growing demand for benchmark-aware strategies, whether active (‘core’) or quasi-passive (‘Enhanced Indexation’). Oliver Wade #Equities #institutionalinvestors #onyourside

Huge congratulations to Sam Gervaise-Jones on a remarkable accolade from the UK local government pensions community: the Outstanding Individual Contribution (Service Provider) award at the 2024 LGC Investment Awards. Sam has been with bfinance since 2004 (20 years!), and those of us who have worked closely with him know the commitment and dedication that he brings to all things LGPS in his role as Head of Client Consulting UK & Ireland (and, more recently, in independent advisory work as well). He is an outstanding member of the team and we’re extremely proud of him. Also pictured: Paul Guilliotti (Richmond & Wandsworth), Nikki Howard, Louise Laurent, Jill Compton & Kathryn Saklatvala. Thanks also to the Local Government Chronicle team. #LGCInvestmentAwards

We were delighted to host our UK clients last week to celebrate our 25th Anniversary, as they gathered alongside colleagues for an entertaining and informative 'Disruption Dinner' hosted by Hannah Dymoke, CFA. The dinner addressed the themes of disruption and change to the global food system and explored the future of food and the potential paths ahead. We'd like to once again thank all of our clients for their ongoing support, and for helping us reach this tremendous milestone. We look forward to working with you all for many more years to come! Jill Compton Sam Gervaise-Jones Neil Holmes David Vafai Olivier Cassin Bradley Budd #anniversary #institutionalinvestors #onyourside

New Article: Time to Press for Better Fees in Private Markets? https://okt.to/YHVdg7 In our latest article, Duncan Higgs, CFA delves into the findings of our recent Global Asset Owner Survey (https://okt.to/IRsqSV) which revealed that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past three years. However, there was no increase in the proportion of investors indicating that fees had fallen in Infrastructure or Private Debt. #fees #institutionalinvestors #onyourside

Thank you Funds Europe for covering our recent Global Asset Owner Survey, where we revealed that just 62% of investors said their investment performance met or exceeded long-term return objectives through the turbulence of 2022-2023. Read the full article here: https://okt.to/dXMlS0 Download the full report here: https://okt.to/8I7sec #assetmanagement #institutionalinvestors #onyourside

𝗡𝗲𝘄 𝗥𝗲𝗽𝗼𝗿𝘁: Download bfinance's biennial 𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝘀𝘀𝗲𝘁 𝗢𝘄𝗻𝗲𝗿 𝗦𝘂𝗿𝘃𝗲𝘆 ('Risk and Resilience') here: https://okt.to/4DVeaT The latest iteration of bfinance's renowned asset owner survey features data from more than 𝟯𝟬𝟬 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, with a combined 𝗔𝘂𝗠 𝗼𝗳 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗨𝗦$𝟳 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻. 𝗜𝗻 𝘁𝗵𝗶𝘀 𝘀𝘂𝗿𝘃𝗲𝘆: - Investors prioritise portfolio resilience as geopolitical uncertainty persists - GP frustration grows as private equity satisfaction tumbles - Impact investing strategies on the rise, though pace of entry slows Olivier Cassin Toby Goodworth Peter Hobbs Mathias Neidert Robert Doyle Duncan Higgs, CFA Kathryn Saklatvala Oliver Wade #institutionalinvestors #assetmanagement #onyourside

Jingjing Bai recently had the pleasure of featuring on iConnections 'Backing Innovation, Building Success: Venture Capital Insights 2024' panel at the Global Alts Asia 2024 conference in Singapore. Jingjing said: "Instead of focusing on the buzz word of the day or market sentiments, good early-stage managers are putting efforts on marrying tech talents with an experienced management and marketing team, so that the companies can build up a path to revenue growth and quickly graduate to the next rounds." Jingjing was joined by Justin Borus of Ibex Investors, Mo El Husseiny of Ventura Capital, and Kevin Farrelly of Franklin Templeton. The session was moderated by Natalie Koh of Pensions & Investments. #venturecapital #fundraising #onyourside

New Article: Diagnosis: Opportunity? Direct Lending in Healthcare: https://okt.to/4HIQed Our latest article, written by Samuel Greene and Kathryn Saklatvala, discusses one of the latest trends in the Private Debt space, where we're noticing that investors are "eyeing apparently superior returns" in healthcare direct lending, leading to the emergence of new dedicated funds. #privatedebt #institutionalinvestors #onyourside

Olivier JESEQUEL recently sat down with Option Finance to discuss how the return to higher interest rates has drawn a growing number of investors to the liquid bond market. He said: "In recent months, priority has clearly been given to core portfolio bond assets, and investment programmes in non-listed assets may have been scaled back as a result, but this does not mean they have been abandoned." Read the full article here: https://okt.to/ZxNy65 #BondMarkets #institutionalinvestors #onyourside

Thank you to InstitutionalAssetManager for covering our recent paper on diversity, where we found that while DEI considerations are growing, a majority of investors still do not consider them a priority when selecting asset managers. Read the article here: https://okt.to/vZo5R8 Download the full paper here: https://okt.to/wpBSAj #diversity #assetmanagement #onyourside