Bija is NOT For Everyone

What distinguishes our clients from the majority of institutional investors is not simply the desire to raise their game from greatness to world class, but their willingness to employ cognitive strain and put in the hard work required to achieve the potential that exists beyond their own perceived limits. Do you have what it takes?

"Steve doesn't pull any punches. I was convinced our process was buttoned up, but when he started asking questions with a purpose, it quickly became clear we could be doing things much better."

Founder, CIO
$1 Billion Long/Short Equity Hedge Fund
San Francisco, CA
For Portfolio Managers
Using the Bija Method, portfolio managers elevate their investment process to a more advanced state, making it more disciplined, proactive and repeatable, In one-on-one sessions, portfolio managers target improvement in every aspect of the investment process including:
  • Information / Data Gathering
  • View Development
  • Trade Construction
  • Position Sizing
  • Trade Planning
  • Trade Lifecycle Management (Entry & Exit)
  • Portfolio Construction
  • Risk Management
  • Reassessment Trigger Identification
  • Post Mortem Analysis
For Chief Investment Officers
We work with some of the most successful hedge fund leaders in the world, helping them to maximize returns on the human and investment capital under their direction. In one-on-one sessions, chief investment officers target improvement in every aspect of their role including:
  • Allocation Method Analysis
  • Risk and Capital Allocation Optimization
  • Performance Assessment Enhancement
  • Personnel Management
  • Business vs Investment Goal Balancing​
  • Next Generation Risk Management Development
  • Reactive to Proactive Asset Management Conversion
  • Capital Raising
  • Self-Assessment Techniques
  • Proprietary Tool Development
For Asset Allocators
Some of the world's largest pensions, endowments, family offices and other institutional asset allocators use the Bija Method to create a more disciplined, credible, and formal approach to their investment process. In one-on-one and team sessions*, allocators target improvement in every aspect of their investment process including:​
  • Developing Investment Goals
  • Asking the Right Questions of Managers
  • Assessing Your Checklist
  • Portfolio Composition
  • Investment Lifecycle Management (Entry & Exit)​
  • Identifying Opportunities
  • Allocation Sizing
  • Next Generation Risk Management
  • Shifting from Reactive to Proactive Assessment
  • Becoming a Better Partner

Read "Why Even the Best Seek Coaching"

"With his probing nature, Duneier gets you to think deeper."

Real Money Manager
London, England
​$1.5 Billion AuM