Dedicated Research Analyst
Fund managers who subscribe to BHA’s service can choose to have a dedicated research analyst assist their marketing staff. Our analysts perform a variety of marketing activities, helping fund managers build a pipeline of qualified investors.
Generate Leads
BHA’s 20-person research team interviews investors on a daily basis. Your analyst monitors this activity, looking for investors who are a match for your fund based on their preferences for strategy, investment approach, experience, and pedigree among other criteria. Your analyst will send you information on potential investors within 24 hours of BHA receiving a mandate—faster than third-party marketers or capital introduction desks.
Vet Internal Databases
If you’re like most fund managers, you have lists of investors that have been compiled over many years. However, you don't know if these contacts are viable prospects for your fund today. Your research analyst can examine these lists, identifying those investors who are potential fits.
Perform Investor Research
Changing markets create opportunities for fund managers. Your analyst can perform special research projects so you can take advantage of the latest investment trends.
Maximize Travel Opportunities
To help you make the most of your time on the road, your research analyst can create lists of prospects in specific regions and cities who fit your fund's profile. These lists include investors who have active mandates as well as those who, based on their BHA history, may be interested in scheduling a meeting.
Evaluate Conference Attendee Lists
When attending industry conferences, you want to make sure you are meeting with the right investors. Your dedicated research analyst can assist you by calling and screening investor attendees in advance of such events to identify those who have an active interest in your fund.
Provide Market Insight
What are investors’ current interests and concerns? Your analyst can provide insights on a host of investor preferences, including strategies, sectors, and regions, as well as perspectives on shifts in investor sentiment.