Edgefolio achieves SOC2 Type 2 accreditation
After achieving SOC2 Type 1 compliance last year, we further vetted our security systems via the significantly more granular external SOC2 Type 2 audit process. Today, we’re proud to announce that Edgefolio has achieved SOC2 Type 2 accreditation.
The power of an integrated fund marketing solution for emerging managers
Let’s start by stating the obvious; emerging managers almost always need to drive investment into their fund. However, they often do this with minimal marketing budget, no dedicated marketing professionals, an unknown brand, and little to no track record. No easy task.
Edgefolio4Good: Kicking off our first group volunteering day with TCV
Recently, we held our first-ever group volunteering day with The Conservation Volunteers (TCV). In total nine Edgefolio team members took part, spanning a range of roles and teams.
The disproportionate burden carried by emerging managers
Emerging managers face many of the same challenges and overheads as their much larger and more established counterparts. However, this represents a disproportionate burden given their smaller – often negative – margins and limited resources.
Edgefolio4Good: Conserving London’s green spaces with The Royal Parks
Edgefolio’s marketing associate shares their experience volunteering with The Royal Parks, reflecting on the work that goes into conserving London’s green spaces.
MPP&E Capital selects Edgefolio to power hedge fund investor portal
MPP&E Capital, a London-based hedge fund, is now live on Edgefolio’s all-in-one investor relations platform for hedge funds. The firm will benefit from a dedicated hedge fund investor portal, with transparent performance reporting, comprehensive communication tools, CRM, and virtual data room – all within a single platform.
Edgefolio4Good: Professional skills volunteering for GOSH
Edgefolio’s head of marketing shares their experience volunteering at Great Ormond Street Hospital, discussing the benefits of professional skills volunteering.
The impact of SMAs on investor relations
Ever-growing demand for transparency is a key driver for separately managed accounts (SMAs). What is the impact of this on investor relations teams? How can all IR teams meet investor demands for transparency?
Enhancing your investor relations efforts with tech
IR teams have to both manage communications effectively and build meaningful relationships that go beyond surface-level interactions. How can a CRM system streamline and even guide this interpersonal activity?