Over 20 years ago, BIA pioneered the use of behavioral analysis to analyze management commentary and the use of psychology-based interviewing strategies to improve disclosure.

Based on techniques developed at the Central Intelligence Agency (CIA), and with the goal that effective information collection and evaluation should be non-confrontational, our methodology seamlessly integrates into routine information-gathering and is appropriate in all professional settings. BIA offers individual courses and a curriculum of professional skills development trainings for investment professionals to master and apply its proprietary methodology, Tactical Behavior Assessment®

FOUNDATIONAL TRAINING
BIA’s foundational offering, Strategic Information Collection™, is designed for clients who seek higher quality and more reliable information to inform their decision-making and risk management processes. As with all of BIA’s skills development, Strategic Information Collection relies on relevant case studies from its clients’ disciplines and is highly interactive and engaging. Participants walk away with practical behavioral assessment and interviewing skills that can be immediately applied to their investment decisions.

ADVANCED TRAINING & COACHING
BIA’s advanced training and coaching offerings help clients build on the skills acquired in BIA’s foundational Strategic Information Collection session and apply them more effectively in high-value, high-pressure information-gathering situations. Through interactive workshops, targeted practice, and customized coaching, participants strengthen their ability to identify behavioral signals, formulate better questions, manage resistance, elicit more reliable information, and develop disciplined follow-up strategies for management meetings, earnings calls, expert network calls, cross-cultural management team interviews, and other critical investor interactions.