Bivium Manager Intake Form

Date Completed

Firm Information

Firm Name

Respondent Name

Respondent Title

Respondent Email Address

How did you find Bivium?

Select

If relevant, name/organization of referrer

Firm AUM ($mm)

Year Firm Founded

Main Office: City

Main Office: State

Select or enter value

# of Employees

# of Investment Professionals

Firm Ownership: % Women and/or Diverse

Firm Ownership: % Women

Firm Ownership: % Diverse

Firm Ownership: % Employee Owned

Product Information

Strategy Name

Asset Class

Select or enter value

Provide Sub-Asset Class details. For example, : US Small Cap, Global Equity, High Yield, etc

Sub-Asset Class

Primary Benchmark

Describe your Firm’s competitive advantages

Environments where you expect to out-/underperform

Strategy's primary impact focus (if relevant)

Select or enter value

Additional impact details (if relevant)

UN PRI Signatory as of most recent year end

Select or enter value

Minimum Client Account ($mm)

Upload: 1. Investor Presentation, 2. Monthly returns (Excel), 3. Holdings (Excel), and 4. DDQ or RFI

Note:

Monthly returns do not need to be uploaded if they are available on eVestment

Excel columns for Holdings file: Symbol type (SEDOL, ISIN, or Cusip), Symbol, Quantity, % Weight, Portfolio date, Price, and Country Code. Cash to be listed as CASH_USD.

Drag and drop files here or

Send me a copy of my responses

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