bfinance

Which alternatives offer the most meaningful diversification and how can the best managers be sourced? Olivier Cassin discussed this topic at the Markets Group Annual Private Wealth UK Autumn Forum in London, where he considered which alternatives will generate meaningful risk-adjusted returns, and how investors are instilling crisis management and downside risk. Olivier was featured alongside William Hobbs of Barclays Wealth Management, Raphael Drescher of Quintet Private Bank, and @Yassine Bahemou of Leonteq. The session was moderated by Antonio Curia of MIELI Private Office (by MIELI CAPITAL Ltd). #privatemarkets #alternativesassets #onyourside

Sam Gervaise-Jones had the pleasure of judging this year's Investment & Pensions Europe (IPE) Conference & Awards, hosted in Prague, where was honoured to present Bosch Pensionsfonds AG with the Corporate Pension Fund award and Deutsch Bank's Fondo de pensiones Empleados with the Corporate Pension Fund Rising Star award. Congratulations to all the winners from the night, and a big thank you to IPE for hosting a wonderful evening. Pictured: Bosch Pensionfonds: Dirk Jargstorff and Christian Zeidler. Fondo de pensiones Empleado Deutsche Bank: Adrià Carreras Ballester and Noelia Iglesias Lopez. #awards #institutionalinvestors #onyourside

Thank you to Investment & Pensions Europe (IPE) for covering our recent Global Asset Owner Survey, where we identified 'geopolitical conflict' as the top concern for investors, with more than 50% of investors labelling it a "very significant threat" to achieving their investment objectives. Read the article here: https://okt.to/b49AGo Download the survey here: https://okt.to/YihcqF #geopolitics #institutionalinvestors #onyourside

Olivier Cassin recently had the pleasure of speaking at the With Intelligence - Pension Bridge Private Markets event last week, where he addressed the nuances associated with 'evergreen' fund structures, as demand from LPs grows thanks to the strategies' open-end structure and flexibility. Olivier featured alongside Raphael Drescher, Joe Howley, and Chris Daniel. #privatemarkets #evergreenfunds #onyourside

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