bfinance: Using GLASS to optimize clients investment strategy and achieve their financial goals

Using GLASS, bfinance have collaborated with their clients to thoroughly assess their financial objectives and strategic asset allocations. bfinance is able to use the optimization feature within GLASS to develop tailored investment strategies, aligning with their clients’ long-term goals. The combination of GLASS’s functionality and bfinance’s expert guidance allows their clients to optimize investments, enhance their financial position, and stay on track to achieve their desired outcomes.

“GLASS enables us to provide high-quality Strategic Asset Allocation and ALM analysis to a diverse global investor base. It supports the evaluation of strategic objectives within a stochastic, forward-looking framework, offering flexibility across multiple asset classes, currencies, and liability structures - allowing us to deliver detailed insights into the complex questions our investors face.”

Ruben Mutsaers, CFA, CAIA, Head of Investment Strategy at bfinance

GLASS has such a vast catalogue of asset classes and macroeconomic variables in countries around the world making it attractive for advisors like bfinance who have a variety of clients globally. bfinance has been able to take advantage of Ortec Finance’s global resources to collaborate not just within the UK but across the globe to a broad range of investors. Ortec Finance is proud to partner with bfinance to provide solutions to help manage the complexity of investment decisions of their clients.

“It’s been extremely exciting to see the bfinance team utilize GLASS to meet the investment needs of their clients around the world. The relationship between Ortec Finance and bfinance is invaluable and we cannot wait to see what the future holds as both companies continue to grow in the UK and globally.”

Tom Hazenberg, Head of Global Pensions Risk UK at Ortec Finance

About bfinance

bfinance is an award-winning specialist consultant that provides investment implementation advice to pension funds and other institutional investors around the globe. Founded in 1999, the London-headquartered firm has conducted engagements for more than 580 clients in 47 countries and has 11 offices globally. Services include strategic asset allocation, portfolio design, manager search and selection, fee analysis, performance monitoring and other portfolio solutions. With customised processes tailored to each individual client, the firm seeks to empower investors with the resources and information to take key decisions. The team is drawn from portfolio management, research, consultancy and academia, combining deep sector-specific expertise with global perspective.