SERVICES

Why Bodhi Research Group?

  • Bodhi Research Group furnishes a tremendous value opportunity in a low-risk  and cost-effective manner.

  • Dr. Bhaduri has valuable experience in manager research, due diligence, portfolio construction, managed accounts, and structural alpha.

  • Dr. Bhaduri is experienced, well-respected, with an excellent reputation.

  • Intelligent way to gain high-touch, value-add complement to internal team.

  • Low risk since can end relationship at any time, without advance notice.

  • Bodhi Research Group is located in Toronto, Canada, with a Global Reach.

 

Investment Manager Research

  • Manager Origination and Sourcing

  • Manager Scouting

  • Due Diligence:  On-Site Triad: Investment, Operational, Statistical

  • Due Diligence: On-Site Support

 

External Managed Account Platforms (EMAPs)

  • Independent Critique of Existing EMAP

    • Qualitative and quantitative analysis

    • Detailed evaluation including recommendations regarding strengths and weaknesses

    • Structural Due Diligence considerations

    • Proprietary Risk Analytics

  • Selection of New EMAP

    • Due Diligence Process:  framework and implementation

    • Qualitative and quantitative analysis and evaluation

    • Structural Due Diligence considerations

    • Proprietary Risk Analytics

    • Scenario analysis to better understand cases and situations where MAPs are ineffective

    • Extraction of structural alpha via customized MAP Selection

    • Increasing opportunity set of manager selection

    • Cross-Margining and Cash Efficiency

    • Framework, negotiation and implementation of Innovative Fee Methodologies

Internal Managed Account Platforms (IMAPs)

  • Independent Critique of Existing IMAP

    • Qualitative and quantitative analysis with detailed recommendations regarding strengths and weaknesses

    • Structural Due Diligence, proprietary Risk Analytics and Scenario Analysis

    • Due Diligence Process framework

  • Custom Construction of New IMAP

    • Scalable Design

    • Due Diligence Process:  framework and implementation

    • Structural Due Diligence, proprietary Risk Analytics and Scenario analysis

    • Supervision of Manager On-Boarding

    • Extraction of Structural Alpha

    • Increasing opportunity set of manager selection

    • Cross-Margining and Cash Efficiency

    • Creation, Negotiation and Implementation of Innovative Fee Methodologies

    • Communication and follow-up with trading managers

    • Service Matrix including Service Provider Recruitment

    • Integration and supervision of Prime Brokerages , FCMs, Auditors, Administrators, Directors and Custodians

 

Hedge Fund Portfolio Construction and Asset Allocation

  • Synthesize modern qualitative and quantitative methods to optimize Portfolio Construction and investment outcomes

  • Application of Hedge Fund Factorization, Principle Component Analysis, Omega Analysis, Liquidity Buckets and Liquidity Duration

  • Holistic integration of structural, investment and operational considerations

 

Education and Training

  • Systematic mentoring and training of analysts

  • Joint on-site due diligence visits with internal institutional teams

  • Creation and implementation of an Intern Training Module including manual

  • Assessment, Evaluation and Upgrade to existing training systems

  • Dedicated assistance to institutional HR departments to standardize and improve hiring outcomes

  • Customized educational workshops

  • Seminars regarding special topics of interest

 

Special Projects

  • Product Development Research

  • Customized Research Studies

  • Canadian Liquid Alts

 

Global Relationships and Direct Talent Access

  • Trading managers

  • Institutional investors

  • Service providers

  • Academic scholars representing diverse fields

 

T: +1.416.716.0341

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