BHA is committed to efficiently and effectively connecting fund managers with interested investors. Our proprietary matching and filtering technology streamlines the time-intensive and laborious process of identifying investors that are a potential fit for your fund.
Matching Managers and Investors
BHA research analysts speak with hundreds of investors each week. During these one-on-one interviews, analysts capture investors’ allocation preferences, requirements, and plans in the MandateConnection database.
Fund managers search the database using more than 20 investment criteria, including strategy, sector, regional exposure, asset size, and track record. Additionally, managers can search by location, assets dedicated to alternatives, and investor category. BHA’s technology instantly displays all investors that match a fund manager’s query.
Filtering Investor Mandates
Fund managers also find potential investors using BHA’s filtering technology. Managers select from up to 15 parameters—such as strategy, sector, asset size, and investor category—to set up customized filters. As BHA’s analysts update mandates in the database and add new ones to it, managers’ filters automatically catch all mandates that are a potential fit for their funds. This creates a pipeline of qualified investors for fund managers. The MandateConnection dashboard notifies managers every time a new mandate is added to their pipeline.
Identifying qualified investors usually takes months of painstaking effort. BHA’s proprietary technology speeds this process, helping fund managers gain a competitive advantage.