Top Performing Funds (track record >1 year, AUM> $100m) in May 2020

The rebound in equity markets extended into May. The impact of the COVID-19 pandemic continued to dominate markets, volatility declined and the more moderate market moves compared to April suggest that investors are being watchful of how the situation develops.

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Top Performing Funds (track record >1 year) in March 2020

Edgefolio partners with Morningstar into the world of Long Only, ETF’s, UCITS, Fund of Funds. We now providee access to over 150k Funds, all through best-in-class web-based technology solutions

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How to deal with Covid-19 as an Asset Manager

The coronavirus isn’t going away anytime soon. It’s going to have a significant impact on every business, and the asset management industry has already taken a heavy blow. There’s plenty of information out there on washing your hands, but precious little on how to ensure that your business is as prepared as possible to take the hit.

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Top Performing Funds (track record >1 year) in January 2020

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 (track record >1 year) in 2019

Which are the top performing funds of 2019, and how do they compare across other fund types?

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Top Performing Funds (track record >1 year) November 2019

Consumer spending has continued to drive the economy in November, helped by stronger real earnings growth over the past year. This is how it affected the top-performing funds across different fund types in November.

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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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