How We Help Investors

Identifying the correct alternative investment fund from the tens of thousands available has never been an easy task. Investors often find themselves caught between two extremes: either they are swamped with unwanted solicitations from funds whose characteristics are of no interest to them, or they must conduct an extremely time-intensive search process that results in an unsatisfactory peer group for review.

One major focus for BHA is to help investors identify and source funds that are an exact fit to their search criteria. This lets investors spend more time exploring, and performing due diligence on, funds that they might invest with, and less time on sorting through unqualified managers that do not fit their mandates.

The value of the BHA platform to an investor is its ability to filter and source managers. When an investor is interviewed by a BHA research analyst, its mandate and manager search information is captured in a detailed profile. Then the research analyst sends the completed questionnaire to the investor for verification. After the information is confirmed, the investor's profile is placed in the BHA system; now clients of BHA (alternative investment funds) that fit the mandate can access the investor's profile. Usually, shortly after an investor gives a mandate to BHA, it hears from a select number of managers that are an exact fit for the mandate.

The number one goal at BHA is to make the alternative fund allocation process more efficient for both the investor and fund manager. We achieve this goal by ensuring that the BHA platform provides investors with only accurate and qualified managers that are an exact fit. For these services there is no cost to the investor. Fund managers pay an annual subscription fee for the BHA service. There are no success fees or commission payments for our services.