IPAC

An Investor Preference Analysis Chart (IPAC) combines global standards for evaluating business management infrastructure, processes and performance with a detailed understanding of investment strategies and operations.

Investors can use an IPAC as a superior selection tool or as a proactive management tool that enables continuous improvement by translating strategic goals into operational targets and aligning the complete service chain to achieve them.

Fund managers can use an IPAC as a marketing tool that identifies investors to whom their current product offering delivers the highest value or as an effective development tool to more precisely tailor products to the needs of investors.

SMART Reports

A SMART report contains information that is Specific, Measured, Actionable, Reliable and Timely.

Bdellium works with investors, managers, administrators and prime brokers to provide a customized SMART report that meets the client's particular needs while minimizing wasteful data.

Bdellium's comprehensive approach can significantly improve the relevance, reliability and timeliness of performance and risk reports, helping program managers to more effectively control risk.

RADAR

Bdellium's risk anticipation, detection and response (RADAR) services are
based on a set of innovative metrics
that profile each manager's trading
and operational patterns and provide an early warning of either sudden change or gradual drift.

These metrics have very high information content because a single number can capture changes in the complex pattern of multiple primary data points. In practical terms this means that clients can more comprehensively monitor the sources of risk in their investment program.

Bdellium works with each client to customize these metrics for the managers in their portfolio and then coordinates with the managers, administrators and prime brokers to include these indicators in the regular performance reports prepared for the client.