Authentically Connecting with your Investors

You have done a great job of delivering results, gathering your contacts in one place and you are ready to hit the ‘send’ button. Are you sure that you are doing this correctly though? The best funds out there follow one simple mantra to get better results.

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Capital Raising & Automation

After spending the past few days reading about WeWork and whether or not we are going to have an office to work from next month, we realised that the chances are 50-50. So we rushed in and made some more updates to the FundPortal – Now that we still have some time..

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Creating the new Generation Portal

Last week was a very busy and productive week here at Edgefolio, and we’re excited to share some things we’ve improved on your FundPortal.

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Oldest ETF Funds

According to Gary Gastineau, author of “The Exchange-Traded Funds Manual,” the first real attempt at something like an ETF was the launch of Index Participation Shares for the S&P 500 in 1989.

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Top Performing Funds (AUM less than <$1Bn) in August

Edgefolio partners with Morningstar into the world of Long Only, ETF’s, UCITS, Fund of Funds. We now providee access to over 140k Funds, all through best-in-class web-based technology solutions

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Top Performing Funds (AUM more than $1Bn) in August

Edgefolio partners with Morningstar into the world of Long Only, ETF’s, UCITS, Fund of Funds. We now providee access to over 140k Funds, all through best-in-class web-based technology solutions

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Top Performing Funds with real estate exposures

With WeWork having recently unveiled its prospectus ahead of its large upcoming IPO, we decided to look into alternative investments with exposures to the real estate market and have prepared a league table with the top-performing real estate funds.

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Top Performing ETF’s with China Exposures

There are a number of ETFs focused exclusively on China equities at this time. For many of these funds, the fallout from the U.S.-China trade war has been disastrous. for others, it represents a golden opportunity.

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Redefining Relationships with Digital Technology

Innovation and technological progress has changed the distribution of goods and services fundamentally.

Data, analytics and digital applications has increased efficiencies by removing intermediaries and reducing costs.

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