Pension Funds & Insurers

Transparent Strategy for Meeting Obligations

Bella provides pensions and insurers with tools to assess pacing, asset-liability matching, program structures, and long-term risk, aligning private capital strategies with obligations and fiduciary mandates.

Challenges Facing Pension Funds & Insurers

Pension funds and insurers must balance long-term solvency with short-term cash flow needs requiring precision in pacing, governance, and liquidity design.

How We Support Pension Funds & Insurers

Bella works with pension funds and insurers to strengthen pacing models, structure novel investment products, optimize governance structures, and align portfolios with long-term goals. Our expertise helps allocators navigate changing demographics, evolving regulations, liquidity pressures, and the challenges of delivering stable, long-term returns under public oversight. 

Pacing & Liquidity Planning

Build cash flow-aligned pacing models that reflect payout obligations, contribution schedules, and asset maturity timing.

Governance Modernization

Redesign board structures, delegation policies, and investment approval processes to improve decision speed and oversight.

Liability-Aware Portfolio Design

Align asset allocations with actuarial forecasts and duration-based risk frameworks to support solvency and return targets.

Public Accountability Support

Develop transparent reporting frameworks and policy documents that address stakeholder concerns and regulatory demands.

ESG Integration Strategy

Support implementation of ESG mandates and climate-aware investments through practical frameworks that balance values and performance.

Past Work

See our Expertise in Action

Answers to Frequently Asked Questions

Common Questions About Consulting for Pension Funds & Insurers

Bella helps pension funds and insurers design private capital programs that match investment horizons to benefit obligations. We build pacing and allocation models that forecast cash flows, liquidity buffers, and re-up schedules using actuarial inputs that ensure pension and insurer portfolios support durable, predictable funding outcomes.

Bella works with pension funds and insurers to create accessible educational materials that demystify private capital risk and return dynamics. We help explain illiquidity, J-curve effects, and performance dispersion in familiar terms. Our visual tools and narratives promote informed oversight and stakeholder confidence. This enables smoother decision-making and long-term program support. 

Bella delivers benchmarking and monitoring solutions customized to the to an allocator’s investment strategy and risk appetite. We contextualize TVPI, DPI, and IRR across fund vintages, sectors, and geographies, giving staff and boards clear visibility into value creation. We also help identify the drivers of high- and low-performing funds through sophisticated attribution analysis. This promotes stronger GP accountability and smarter portfolio evolution.

As programs mature, complexity increases and so must governance. Bella helps allocators establish investment committee charters, delegation frameworks, and oversight cycles that fit their scale. We emphasize role clarity, risk management, and timely decision-making. These structures help protect plan assets while supporting operational efficiency.

Bella designs ESG integration strategies that preserve fiduciary rigor while aligning with stakeholder mandates. We assess material risks, define reporting frameworks, and evaluate manager ESG capabilities. Our solutions reflect both regulatory realities and performance targets. This enables allocators like pensions and insurers to meet to meet dual objectives with confidence.

Who We Help

Expertise Translated into Real Results

Asset Owners

Stewarding Capital to Secure the Future

Sovereign Wealth Funds

Strategic Insight for State-Led Investment

Endowments & Foundations

Aligning Mission with Market Strategy

Family Offices

Clarity for Generational Wealth Strategies

Pension Funds & Insurers

Transparent Strategy for Meeting Obligations

Private Capital Managers

Integrating Strategies for Diversified Growth

Private Equity

Sharper Strategies for Smarter Private Equity.

Venture Capital

Guiding Strategy from Seed to Scale

Funds-of-Funds

Expert Guidance for Financial Growth

Multi-Asset Managers

Strategic Guidance for Complex Multi-Asset Portfolios

Market Participants

Guiding Markets Through Evidence-Based Policy

Governments

Helping Governments Navigate Private Market Ecosystems

Service Providers

Empowering Private Capital Solutions

Industry Groups

Helping Build Private Market Understanding Through Custom Thought Leadership

Development Finance

Catalyzing Growth with Mission-Driven Capital

How We Help

Customized Private Market Solutions

Consulting & Advisory

Expert Guidance for Sustainable Growth

Simulation & Benchmarking

Empowering Data-Driven Decisions

Research

Illuminating Private Markets

Impact Analysis

Understanding The Broader Impacts of Private Capital

Policy Assessment

Evidence-Based Policy Insights

Training & Workshops

Transforming Expertise into Action

Ready to get started?

At Bella Private Markets, we are dedicated to providing world-class insights and analyses to help you navigate the complexities of the private market landscape. Our expert team is here to assist you through our consulting services, impactful research, and tailored training programs to help empower institutional decision-making.