The Process for Alternative Investors

The way BHA performs its research is entirely unique. First, on a daily basis, BHA research analysts speak with a full spectrum of global investors that are interested in alternatives. Analysts collect detailed information about investors’ specific investment preferences and determine the core criteria of their investment mandates. These discussions often cover a broad range of considerations depending on the fund or strategy type in question, but often revolve around investment strategies, sectors or geographical interests, managers’ track records, minimum assets under management, and pedigree.

Second, BHA creates detailed investor profiles that captures this information in a clear and organized fashion. This information is returned to the investors for corrections and error checking. After the information is deemed accurate, BHA’s fund management clients receive access our research on investors that are currently looking for their exact strategy. In this way, those managers and investors that have a prequalified interest in each other can engage in a productive dialogue, and those that are not interested can save precious time avoiding unfruitful meetings and communications.

As a pure data research provider, BHA has no involvement in the sales process. BHA does not offer, market, or present any fund(s), nor do we offer any investment consultation. Investors are contacted directly by fund mangers without BHA involvement. The ultimate purpose of the BHA service is to help investors hear from managers that fit investors’ investment profiles and avoid hearing from managers whose products do not match investors’ interests.

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By Ryan McWalter - Ten years ago, investors worldwide were investing in Brazil, Russia, India, and China (BRIC) in order to catch the strong wave of growth and development being predicted for t..ularly Brazil. Many investors still are seeking such opportunities. However, there are also many investors that believe the “next Brazil” is the continent of ... Read More

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