Bivium Manager Intake Form

Date Form Completed

mm/dd/yyyy

Firm Information

Firm Name

Respondent Name

Respondent Title

Respondent Email Address

How did you find Bivium?

If relevant, name/organization of referrer

Firm AUM ($mm)

Year Firm Founded

Main Office: City

Main Office: State

# 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

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)

Additional impact details (if relevant)

UN PRI Signatory as of most recent year end

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.

Drop your files here

Send me a copy of my responses

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