Document Portal for Fund Managers – Do I need one?

Managed security and branded document portals are growing in popularity as hedge funds become cautious of cybersecurity threats to their business.

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Why Should a Hedge Fund Use an Investor’s Portal?

If your firm isn’t already using an Investors’ Portal, you may want to ask yourself “why not?” Oftentimes at hedge funds, marketing officers struggle to successfully fulfill the requirements of the job without an essential tool in their toolbox: one central system to support their marketing activities. Why?

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‘Edgefolio Spotlight’ – Danny Dayan, DWD Partners, LLC

This week we introduce Danny Dayan, founder, and CIO of DWD Partners, LCC, to the spotlight! Read about the operations at DWD and where Danny sees an opportunity to grow.

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Hedge Funds Marketing Starter Pack: Getting leads straight through your website

The asset management industry is a hard industry to crack on. Especially when it comes to Hedge funds, all the regulations, the compliance headaches and the costs associated with spreading the word are prohibiting the Marketing Manager to publicly declare that the fund is doing great.

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FundPortal Document Room Update

Allocators really value secure and immediate access to your documents. In the next few days, we’re going to be offering you a free upgrade to make sharing your documents even easier.

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‘Edgefolio Spotlight’ – Mette Østerbye, CABA Capital A/S

This week we introduce Mette Østerbye Vejen, CEO of CABA Capital A/S, to the spotlight! Read about her take on marketing funds’ unique value proposition and her growth plans for CABA.

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How to Differentiate your fund in a conference

Think of the following scenario:
You start planning your trip long in advance before the actual event. You arrange the flights, the hotel, the material you need and you try to plan ahead your sales strategy. ” Who else is going there? What it the best elevator pitch I can use? How can I convince the Investors that I am the manager they should be speaking with?”

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October Newsletter: Updates and Insight from Edgefolio

A lot of exciting things are taking place at Edgefolio! We are pleased to present a comprehensive list of new features and updates that have been made this month. We then present market insight from our newest research, as well as insight from our founder and our CEO.

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‘Edgefolio Spotlight’ – Theron de Ris, Eschler Asset Management

This week we are delighted to feature Theron de Ris, founder of London-based Eschler Asset Management.

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Introducing: Exposures & Holdings

Since the beginning of Funportal 2 years ago, Edgefolio has always allowed you to share rich, interactive information on your fund in an instant. We now introduce our newest feature – Exposures and Holdings

This includes your information on the fund, on the fly analysis and comparison with your peers, rich newsfeed, and a smart way to share all your documents with your prospects and Investors. You can create an automated Factsheet with a click of a button, and carefully set permissions to control who sees what. And all these, in a compliant way.

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