Foreign Exchange
We offer a broad array of professional services & access to the global foreign exchange markets for commercial and institutional clients.
Learn MoreWe develop tailored, integrated investment solutions to address the particular requirements of insurers and pension plans.
Choose us to manage your institutional assets; we have built a strong reputation for reliable performance and similarly reliable connections.
As financial objectives are distinct, BFS Investment will create a wealth management plan just for you.
24/7 Our team is dedicated to providing you with the support you need.
Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected—today and every day after.
As a catalyst for shared prosperity and a better future, we strive to lead the alternative investment industry, both in terms of generating returns and making a lasting positive impact. Our growth in becoming one of the largest alternative investment managers is aligned with this vision and is a testament to our shared values, experienced management team, and focus on performance and high-quality investor base, which includes large asset management, trading, infrastructures, sovereign wealth funds, and financial planning.
Having a plan is more crucial than ever in the modern world. Our approach to financial planning not only provides you with the assurance that you're prepared for everything, but it's also made to assist you in achieving all of your objectives in the days to come. To enable you to prioritize the people and things that are most important to you, our advisors will create a customized financial plan with the appropriate insurance and investment options. Furthermore, you can rely on BFS Investment to be there for you whenever you need us because we have the best financial strength ratings of any US life insurance company.
Learn MoreWe offer a wide range of services to address your unique needs and help young reach financial freedom..
We offer a broad array of professional services & access to the global foreign exchange markets for commercial and institutional clients.
Learn MoreAs one of the world's largest investors in real estate, we own and operate iconic properties in the world's most dynamic markets.
Learn MoreWe are one of the world's largest infrastructure investors, owning and operating assets across the utilities, transport and energy.
Learn MoreWe meet our investor's needs by offering a broad fixed income solution set and targeted global market intelligence.
Learn MoreWe prioritize Non-Farm Payroll (NFP) data, leveraging insights for informed cryptocurrency investment decisions and sustainable growth.
Learn MoreWe advocate Dollar-Cost Averaging, a disciplined strategy for consistent, long-term wealth accumulation in the ever-evolving investment landscape.
Learn MoreIn today's fast-paced world, time is an invaluable resource. Recognizing the constraints individuals face in actively managing investment transactions and conducting in-depth research, particularly within the volatility of financial markets, BFS Investment presents the Management Solutions program. With Management Solutions, you have the opportunity to entrust seasoned specialists with the day-to-day oversight of your assets. This allows you to make confident investment decisions, secure in the knowledge that your portfolio is being expertly managed by professionals who are dedicated to optimizing your financial outcomes.
At BFS Investment, we recognize the uniqueness of each investment journey. Understanding that every financial goal is distinct, we specialize in crafting personalized asset management strategies. By meticulously selecting investment portfolios tailored to align with your specific objectives, risk tolerance, and anticipated returns, we ensure that your investment plan is as unique as your aspirations. Our commitment lies in providing bespoke solutions that precisely fit the contours of your financial ambitions.
Welcome to BFS Investment, where we commence our journey by gaining a profound understanding of your unique personal situation, aspirations, and needs. At BFS Investment Finance, this information becomes the cornerstone of our top-down investment process. Initially, we determine the optimal mix of Alternative funds, fixed income, cash, or other securities to enhance the likelihood of realizing your financial objectives. This strategic decision holds significant sway over your returns in the long run. Moving forward, we prioritize segments of the market that we anticipate will exhibit optimal performance, focusing on diverse countries and asset market sectors. Our approach culminates in a meticulous analysis of individual stocks and other securities, with the selection of those we believe will yield the best results. We firmly believe that this active and flexible approach to portfolio management empowers us to seize opportunities in global markets and aligns with our overarching goal of assisting you in reaching your financial milestones.
At the heart of our organization is a profound commitment to fostering prosperity for all stakeholders—our colleagues, customers, clients, and the communities and environment they inhabit. We are dedicated to supporting individuals and businesses in realizing their full potential, confidently planning for the future, and navigating decisions that align with both current needs and the well-being of future generations.
Our strategic approach is anchored in an unwavering dedication to exceptional service. Each of our specialized businesses possesses deep industry knowledge, allowing us to understand and address the unique challenges and opportunities faced by our diverse range of customers and clients. Our focus extends beyond mere survival; we aim to empower them to thrive in any market conditions.
Putting our customers and clients first is a fundamental belief ingrained in our organizational culture. Our people embody key cultural attributes that leverage their skills and contribute to the robust reputation we've cultivated with stakeholders over many years. The synergy of expertise, service excellence, and relationship-building, anchored in principles of teamwork, integrity, and prudence, forms the bedrock of our sustained success.
Recognizing our role in the broader societal context, we acknowledge our responsibility to address social, economic, and environmental challenges. We actively contribute to the well-being of our business, employees, and clients both now and in the future. We believe in prioritizing our customers and clients, leveraging our cultural attributes to bring out the very best in our people, skills, and the strong reputation we have built with stakeholders over many years. Our approach, grounded in a combination of expertise, service, and relationships with teamwork, integrity, and prudence, equips us to thrive over the long term. Additionally, we recognize our responsibility to help address the social, economic, and environmental challenges facing our business, employees, and clients, contributing to the flourishing of people and businesses within and beyond Britain.
At the core of our investment philosophy is the strategic identification and collaboration with dynamic business teams distinguished by their cohesion and specialized expertise. We prioritize cultivating projects that demonstrate the potential for sustained, long-term financial returns. This unwavering commitment to pinpointing and nurturing such opportunities has not only solidified our reputation but also positioned our firm as an industry leader characterized by robust investment acumen and a track record of consistent profitability. We believe in the power of strategic partnerships and focused expertise, recognizing them as catalysts for success in the ever-evolving landscape of investment. By aligning ourselves with dynamic and cohesive business teams, we aim to create value and foster growth that extends beyond short-term gains, contributing to enduring success for both our firm and the businesses we support. Through this philosophy, we remain dedicated to delivering sustainable value and consistently exceeding the expectations of our stakeholders.
Dedicated to Ethical, Responsible, and Safe Business Practices.
BFS Investment Partners is unwavering in its commitment to conducting business with the utmost ethical, responsible, and safe practices. These principles serve as guiding beacons in every facet of our decision-making process throughout the entire investment lifecycle.
From the inception of the investment process, we proactively explore concepts motivated by environmental, social, and governance (ESG) challenges. Our engagement extends to sectors impacted by these critical themes. In our pursuit of responsible investment, we leave no stone unturned. Each company in which we consider investing undergoes a comprehensive ESG assessment, a process overseen by our personnel working in close collaboration with knowledgeable consultants.
Our ESG due diligence procedure meticulously evaluates ten key factors that could influence a company's success in both the present and future. Investments that fall short of our stringent ESG requirements are deliberately avoided. Beyond the initial investment, our commitment to responsible practices continues, as One Equity Partners actively evaluates and monitors its entire portfolio. This unwavering dedication to ESG principles not only reflects our commitment to responsible investing but also underscores our pledge to contribute to a sustainable and socially conscious business environment. At BFS Investment Partners, we believe that ethical considerations and financial success can and should coexist harmoniously.
Focused on global investing, we craft a portfolio in sectors where expertise and substantial knowledge drive large-scale, informed investments.
Our goal is to create enterprises of the highest caliber in order to provide our partners with exceptional returns.
Our goal in being here is victory. We are dedicated to out-thinking and out-performing our rivals, and we are always striving for improvement. We tackle the challenging issues that others give up on and find solutions for the difficult difficulties that others avoid. We select the best because of this.
We always complete tasks correctly and without compromising the first time. Primarily, we are forthright, resolute, and responsible. When making decisions, we use good judgment and common sense to always abide by the word and spirit of the law. We triumph honorably and on the basis of our merits.
An insatiable curiosity drives us. We never stop learning from one another and from globally influential thinkers. In order to maintain our competitive advantage, we relentlessly seek for new concepts, inventions, and tactics.
Sustainability, governance, and the environment (ESG) concerns are taken into account at BFS Investment Finance at every stage of the investment decision-making process. Strong and effectively implemented ESG policies and practices, in our opinion, have a direct impact on the long-term viability and profitability of the businesses in our portfolio. When properly implemented, they aid in preserving and improving our reputation and financial performance while building stronger, more valued businesses that can profit all parties involved, including workers, clients, suppliers, shareholders, and the general public.
To make sure that it still adheres to best practices, we constantly assess our ESG strategy.
Professional Portfolio Management
According to BFS Investment , portfolio management entails much more than merely purchasing stocks and bonds and hoping for the best. Our customized planning and tried-and-true "top-down" investment strategy are combined to create a portfolio that is specifically suited to your long-term financial objectives. Our successful strategy has drawn over $849 billion* in business from both individual and institutional clients worldwide.
Our advisors can help you reach your goals by guiding you towards the best financial decisions for the present and the future. When working with one, you should anticipate the following:
INVESTOR RELATIONS
For forward-thinking investors worldwide, BFS Investment offers sophisticated investment methods and wealth management solutions. We provide a variety of investment strategies through its unique investment brands, BFS Investment Management. These strategies include bottom-up fundamental active management, Responsible Investing, systematic investing, and tailored implementation of client-specified portfolio exposures. The founding principles of BFS Investment have always included exceptional service, prompt innovation, and excellent profits across market cycles.
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OUR DIVERSITY & INCLUSION STRATEGY
At BFS Investment , no matter what your background, gender, sexual orientation, gender identity expression, age, marital status, country of citizenship, race, color, religion, creed, ancestry, national origin, sex, age, handicap, or any other factor, we at BFS Investment want everyone to have the chance to succeed based only on merit. Why does this matter so much? We believe that we are better when we work in inclusive, varied teams with members from different backgrounds. They improve our ability to think creatively, make more thoughtful judgments, interact with our communities, and assist our clients in achieving their goals.
ACTIVE MANAGEMENT ACROSS ASSET CLASSES
BFS Investment offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and,
in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, BFS Investment provides engagement in equity and bond markets, proxy voting and policy advocacy.
Superb Group:
A close-knit workforce, BFS Investment collaborates with management teams to achieve shared objectives. Our team comprises over 70 investing professionals, 24 of whom are partners and have worked at BFS Investment for more than eight (8) years on average. This enables us to commit a significant amount of time in the businesses we own.
Alignment of Objectives
We strongly believe that individuals thrive when they are collectively working towards a well-defined and shared objective. Our commitment to openness and shared goals with investors and portfolio firms is a cornerstone of our approach. By aligning our objectives, we are confident in our ability to foster authentic and fruitful collaborations. Our meticulous attention to detail and substantial investment in the desired outcomes further enhances the potential for success in our collaborative ventures.
Collaborative Approach
At the heart of our philosophy is the belief that true success is achieved through collaboration. By ensuring that everyone involved, including ourselves, is aligned with a common purpose, we create an environment where individuals can flourish. Our dedication to openness, shared goals, and a vested interest in the outcomes positions us as a reliable partner for investors and portfolio firms alike. Through this collaborative approach, we strive to build meaningful and successful partnerships that stand the test of time.
To assist you with your request, our agents are available online 24/7.
199 WATER STREET 17TH FLOOR NEW YORK, NY 10038
support@bfsinvestment.com
Our Agents are always online.