Discover What Others are Missing…
APPLYING BEHAVIORAL ANALYSIS TO HIGH-VALUE DECISION MAKING

By applying methodologies originally developed for the U.S. intelligence community, BIA provides meaningful behavior-based insights to institutional investors through a variety of solutions that can inform high-value decision making and reduce investment risks.

TRAINING

Effective information collection and evaluation should be non-confrontational. Our methodology seamlessly integrates into evaluating and conducting management interviews and is appropriate in all professional settings. Transferring skills in BIA’s proprietary methodology, Tactical Behavior Assessment®, BIA offers a training curriculum from foundational to advanced skills. Your team will start with BIA’s foundational offering, Strategic Information Collection™, designed for clients who seek higher quality and more reliable information to inform their decision-making and risk management processes. Divided into two sessions the foundational course covers:

  • Evaluating Information: Identifying Veracity and the Tactical Behavior Assessment® Model
  • Strategic Interviewing: Information Collection and Question Strategies

RESEARCH

BIA investment research services analyze a wide range of company disclosures, such as earnings calls, press releases and interviews, filtering out critical information from even the most carefully crafted corporate spin or rehearsed communications. By identifying where management communications are incomplete or lack transparency, BIA generates qualitative insights into key performance factors for use by investors when evaluating their investment thesis.
BIA’s investment research services provide an unbiased behavioral lens that can help you:

  • Evaluate new positions
  • Monitor current positions
  • Build conviction around an investment hypothesis
  • Break “the tie” of divergent views of an investment
  • Identify focus areas that your team may miss

FIRST-HAND MANAGEMENT PROFILING

Management is a critical part of the investment process. BIA’s team of world-class primary- and open-source experts provide diligence services to enable our clients to obtain, evaluate and act on information vital to their investment process and fill critical intelligence gaps. BIA develops unique, unpaid sources for every project and provides first-hand, authoritative insight on questions like:

  • Why did an executive leave a position? What factors that led to their departure and in what ways will their replacement likely take a different approach?
  • Why has an executive resisted being more aggressive in a particular market? Is it personality-driven or are there individuals in the organization pushing against it?
  • What factors, such as personality conflicts, have led to higher-than-expected turnover within a sales team?

Speak with BIA

Telephone

1-617-226-2607

Address

Riverside Center
275 Grove Street
Suite 2-400
Newton, MA 02466

Tactical Behavior Assessment

TBA allows investors to systematically analyze the Quality of Communication in all forms of corporate disclosure ― to help guard against bias, identify hidden risks, build conviction and identify uncorrelated alpha-generating investment insights.