BHA Investor Services

BHA's goal is to make the alternative fund allocation process more efficient not only for managers but also for investors. We make it possible for investors to hear from qualified managers.

Identifying alternative funds that fit investment mandates has never been an easy task. There are tens of thousands of funds available, and often, even time-intensive searches do not produce a satisfactory group of prospects. Receiving unwanted solicitations from funds whose characteristics do not match your mandates make a frustrating process even more so.

To remedy this situation, BHA research analysts interview investors, capturing detailed mandate and manager search information in our MandateConnection database. BHA's alternative investment fund clients search our database for investors whose mandates fit their fund profiles.

The result? Investors spend more time speaking with managers that are likely prospects and less time evaluating unqualified managers that are not a fit. Typically, investors hear from a number of managers that are an exact fit soon after they provide BHA with a mandate.

In short, BHA helps investors identify and source funds that are an exact fit for their search criteria. There is no cost to investors for these services. Fund managers pay an annual subscription fee—not a success fee or a commission payment—for BHA’s services.