 Institutional Investors Bdellium's Investment Process Management services help institutional investors to successfully achieve their financial targets while systematically controlling risk. Many institutional investors worry, with good reason, that standard performance analysis and due diligence methods are insufficient to effectively manage the many trading, operational, agency and business risks to which they are exposed through their investment programs. Investment Process Management has been built on more than 20 years of experience in the investment industry, including almost a decade focused on hedge funds. It is a powerful management framework that draws on a wealth of global standards, proven methods and deep practical experience from the business world to help address investors' deepest concerns. Please contact us to discuss how we can work together. |
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| More clearly articulate goals and standards |
The first requirement for success in any endeavor is to clearly define its goals. Many institutions express their investment goals only in terms of financial parameters and do not set standards for the quality of infrastructure and processes on which those results will depend. Bdellium's Investor Preference Analysis Chart™ (IPAC™) not only specifies standards for all of the trading, operations, agency and business aspects of managing an investment program, it critically provides a simple yet effective mechanism to determine preferences among different quality levels across multiple attributes. |
| Improve the quality of manager selection and portfolio construction |
Traditional manager selection and portfolio construction methods suffer from severe limitations that are becoming more apparent as institutions increasingly move to incorporate hedge funds into their investment programs. Bdellium clients gain access to an innovative and powerful set of tools with which they can confidently select managers who contribute most to reducing and diversifying portfolio risk while consistently achieving their return objectives. |
| Systematically Reduce Investment Risk | Investment Process Management (IPM) provides a practical, process-based, decision-making and operational management system that helps institutional investors to comprehensively identify, mitigate, monitor and respond to risk events. |
| Align all parties towards achieving the investment program's goals |
Bdellium's experience shows that leading fund managers, custodians and administrators welcome and are very responsive to disciplined investors who can clearly articulate their performance objectives and risk constraints. Because Investment Process Management promotes consistent and transparent decision taking based on a comprehensive analysis of investor goals, requirements and preferences it can therefore help institutional investors to engage fund managers and other service providers in a collaborative effort that better serves their investment needs. |
