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