Digital Fund Information
Fund Profile, Analysis Suite, Peer Review, Exposures, Newsfeed, Data Room
Contact management, relationship tracking, notes, engagement scoring, tasks, introductions, logging, tracking, search and retrieval.
Tracking usage and behavioural data across all implementations
Aggregating and structuring multi-sourced data. Privacy and permissioning layers. Automated updates and seamless integration.
Fund factsheets, Peer Analysis, Industry Report
Compliance and regulation
Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.
All your information in one place, accurate and up to date. FundPortal is a scalable investor relations portal designed to digitise, and track the success of your fund marketing and investor engagement.
White label platforms for onboarding investors and managers. Allow Cap Intro and consulting teams to offer engaging client experiences. Digital Cap Intro at scale.
A centralised source of fund intelligence for your organisation. Fund screening, research and analysis platform. All your data sources fully integrated. Private, customisable, and secure.
Showcase your sustainability strategy and performance. Analytics and reporting tailored for sustainability, impact and ESG data. Reporting to regulatory frameworks (SFDR, PRI, TCFD).
VOTE ETF: The Launch of the First Passive Aggressive ESG Fund
In May 2021, activist hedge fund Engine No. 1 shot to prominence on the back of its success in winning the shareholder fight with oil giant Exxon Mobil (XOM). The fund was relatively unknown at the time. It was founded in late 2020 by Chris James, a Wall Street veteran who formerly ran Andor Capital Management and Partner Fund Management. The San Francisco-based fund started with about $250 million in assets.Read more
ESTea #17 15/09/2021 The carbon price of bulls***
There’s only one thing worse than greenwashing – green bull****ing.Read more
ESTea #17 02/09/21 Spotlight on: Triodos Pioneer Impact Fund
Triodos have, by far, the clearest commitment to carbon-neutral and ethical investing of any major fund brand. Almost certainly they launched the first ‘Green’ fund back in 1990, only ten years after they were founded and decades before the rest of the market.Read more