Asset Management | BFS Investment

REAL ESTATE

Being a global leader in real estate investment, we manage and own landmark properties in the most dynamic markets on the planet. We have assets in the office, retail, multifamily, hotel, logistics, triple net lease, mobile home, and student housing sectors across five continents. Our objective is to safeguard investors from negative risk while producing steady and increasing payouts for them. Due to our assets' industry and geographic diversity, we are less vulnerable to fluctuations in any one market and experience less volatility. We leverage our operating experience and concentrate on our core real estate competencies - leasing, financing, development, design and construction, and property and facilities management - in our public and private investment vehicles in an effort to provide superior results.

Property Domains

Workplace

We own, build, and manage workplace properties in key cities across the US, Canada, UK, Germany, Australia, Brazil, India, and South Korea.

Retail

Our prime retail hubs, featuring food, entertainment, shopping, and amenities, serve as key community hubs for diverse offerings and engagement.

Multi-family

Owning nearly 58,000 apartments, we're a leading administrator of residential complexes, solidifying our position among the largest in the United States.

Hospitality

We own and manage leisure hospitality assets and full-service hotels in high-barrier markets across Australia, the UK, and North America.

Our expertise across a wide range of strategies drives innovative solutions.

Multi-Assets

When markets swing down, multi-assets aim to offer downside protection while offering the flexibility to take advantage of profits in favorable circumstances. This asset allocation risk/return profile, in our opinion, is appealing when it comes to investment management strategies. Our ability to handle ideas in investment grade, global high yield, structured credit, loans, cocos, convertible bonds, and developing markets stems from our knowledge in a wide range of fixed income products and investing approaches. An group of experienced financial specialists called BFS Multi-Asset Decision Group manages the whole funds.

Our ability to handle ideas in investment grade, global high yield, structured credit, loans, cocos, convertible bonds, and developing markets stems from our knowledge in a wide range of fixed income products and investing approaches. A group of experienced financial specialists called BFS Investment Multi-Asset Decision Group manages the whole funds.

TYPES OF MULTI-ASSET FUNDS
At BFS Investment , we offer several types of multi-asset funds, seeking to meet a wide variety of typical investor goals:

Income Funds

These funds are valuable in portfolios for investors seeking regular distributions. Payouts can be based on dividends, bonds, or a mix, designed to be consistent or occasionally include return of capital.

Target Risk Funds

These funds aim for growth and/or income within a set volatility range, using various asset classes to balance risk and return according to investor risk tolerance.

Target Date Funds

These funds are linked to education or retirement planning. Investors select a future date for fund use, and the funds follow a "glide path," adjusting exposure to growth assets based on proximity to the chosen date.

Fund of Funds

A "fund of funds" invests in 10-20 mutual funds or ETFs across diverse asset classes, providing multi-asset benefits within a single mutual fund structure. Allocations are expertly managed internally.

Fixed Income

We satisfy the demands of our investors by providing a wide range of fixed income solutions together with focused worldwide market intelligence. We stay ahead of the curve and our clients are informed thanks to our seasoned sales, trading, and analytic teams. Because of the extensive experience of our Origination team, we are able to work together with major corporate clients to meet all of their debt finance and capital raising needs.

At BFS Investment, our foundation is built on core values:

CLIENTS FIRST
Dedicated to unparalleled service for optimal execution, addressing our clients' unique needs.
SOLUTION PROVIDER
Holistic client service encompassing sales, trading, research, and strategic solutions.
COLLABORATION
Internal partnerships with industry and product experts, leveraging the entire firm for client success.
INTEGRITY
Uncompromising business ethics, prioritizing integrity and probity in serving our clients.
DIVERSE & INCLUSIVE CULTURE
A richly diverse workforce fostering innovative thinking and creative approaches to our work.
PASSION
Driven by curiosity, entrepreneurship, and innovation, we act with agility to achieve excellence in everything we do.

"Our Fixed Income platform combines a solid balance sheet with a team of knowledgeable and diverse individuals who are committed to providing value to our clients. Observing this operational approach in action on market-leading deals, both locally and internationally, is tremendously fulfilling." "

Fixed Income Products: Handle Risk & Protect Against Loss

Compared to a regular savings account, fixed income investments produce better yields and provide long-term stability. Because of this, they are perfect for short-term savings, retirement funds, and using as a tool for portfolio diversification in any kind of investment.

Why Fixed Products?

Investment products with a fixed income are a crucial component of many portfolios. Their range of applications can benefit investors in the following ways:

-- Providing protection from negative risk and market volatility.
-- Offering investors with a low risk tolerance a low-risk safe haven.
-- Offering a means of diversifying one's portfolio.
-- Encouraging short-term savings with a return guarantee.
-- Provision of a retirement asset preservation mechanism to investors upon reaching retirement age.

Equities

Building compelling, repeatable investments with extensive diversification across signals and locations within a risk-controlled framework has been our core focus for nearly 5 years. We apply this systematic approach across all our plans to cater to our clients' diverse investment needs.

3-Alpha Approach

These strategies stand out by acknowledging the unique risks and opportunities associated with global equity investing. Leveraging integrated alpha opportunities, they combine our Enhanced Strategy with dedicated country and currency models. ---

Strategies

Single-Style

Pure implementations of individual styles—defensive, momentum, and value—offering targeted investment strategies tailored to specific market preferences.

Multi-Style

Harnessing diversification and potential return benefits, these strategies integrate multiple well-known styles, providing a comprehensive approach to investment.

Enhanced

Striving for consistent excess returns over benchmarks, these strategies blend established signals with proprietary ones based on rigorous research and academic evidence.

Relaxed Constraint

Building upon Enhanced strategies, these products broaden their implementation universe through limited shorting in a 130/30 context, maintaining beta-1 characteristics

Infrastructure

BFS Investment Company has strategically positioned itself as a prominent player in the infrastructure investment landscape. Leveraging its expertise and financial acumen, BFS Investment actively engages in infrastructure projects through a dedicated division focused on this sector. The company's Infrastructure Investor arm plays a pivotal role in identifying, evaluating, and executing investments in a wide array of infrastructure assets.

With a commitment to fostering sustainable development and contributing to the growth of essential public services, BFS Investment's Infrastructure Investor has been involved in financing and managing projects across various sectors. These may include transportation, energy, utilities, and other critical infrastructure components. By deploying capital strategically, BFS Investment seeks to generate attractive returns while contributing to the enhancement of communities and economies.

BFS Investment's Infrastructure Investor is known for its meticulous due diligence process, ensuring that investments align with the company's overall strategy and risk-return profile. The team actively seeks opportunities that demonstrate long-term viability, resilience, and positive societal impact. Through its involvement in infrastructure projects, BFS Investment not only aims to deliver value to its investors but also actively participates in the development and improvement of vital infrastructure assets around the world.

As a responsible investor, BFS Investment Company continues to explore innovative financing structures and partnerships to address the evolving needs of the infrastructure sector. The Infrastructure Investor arm stands as a testament to BFS Investment's commitment to contributing to the development and sustainability of essential infrastructure, creating value for both investors and the communities it serves.

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Assets Management