Managed Account Platforms

The space of managed Account Platforms (“MAP’s”) is rapidly gaining in popularity for its added governance and operational risk mitigation capabilities. Evaluation and implementation of MAP’s has long been within Bodhi Research area of expertise.

Due Diligence

Bodhi Research Group expertise and experience with Due Diligence processes whether they are Investment Due Diligence or Operations Due Diligence is as established as its manager research. If you are not getting the answers you are looking for or would like a top of the class due diligence process on a new manager, there are no other companies out there as knowledgeable as Bodhi in due diligence review.

Advisory

Bodhi Research Group offers advisory services through investment team advisory and board directorship. Our knowledge and emphasis on Governance can provide your organization with an engaged and deeply knowledgeable board member, one that is still actively involved in portfolio management R&D and deeply versed in risk management whether operational, market risk related or organizational.

Manager Research

Bodhi Research capitalize on over 25 years of experience in high conviction and particularly absolute returns manager’s research. Dr. Bhaduri travels every year all over the world to meet existing and new managers looking for talent and strategies that can add value to your portfolio. Deploying a unique alloy of quantitative and qualitative measures over more than 900 managers it actively follows, Bodhi Research position within the manager research space is unparalleled.

Risk Management Analysis

The Bodhi Research Group unique alloy of Quantitative and qualitative methods paired with professionals having direct experience in risk management makes it the best solution for your outsourced risk management analysis needs. Whether you have a team or a manager that could benefit from a better structured risk management framework or you have pointed questions regarding a process or part of a process, the Bodhi Research Group can help you.

Portfolio Diagnostics & Construction

Whether it is to build a portfolio, optimize an existing portfolio risk return profile or to review a non performing portfolio the Bodhi Research Group can effectively assist, complement and validate your internal team of analysts in reviewing the situation. Bodhi’s extensive experience in the field of portfolio diagnostic and its expertise in quantitative analysis provides your team with a new insightful expertise in the review of your portfolio.