The evolution of third-party marketers in a technology-driven landscape

The world of alternative investments has witnessed an evolution in recent years due to changing technology, and this has impacted both the role and the daily operations of third-party marketers (TPMs). How can TPMs use technology to their advantage?

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Altana Wealth selects Edgefolio to grow AuM and deliver an excellent investor experience.

Learn why Altana Wealth selected FundPortal to improve their fund marketing and deliver an excellent investor experience.

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Enhancing investor transparency – a shake-up for the funds industry

The reform package approved by the SEC this week mandates increased transparency for investors. How should fund managers share this information, and can this be a competitive advantage for those that get it right?

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Gaining momentum; how trust and commitment are key to successful influencer marketing for hedge funds

If authenticity is the key to forming the personal brand, commitment is key to executing the project. How can you gain and maintain momentum in your influencer marketing?

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Developing a “personal brand” – the dangers of bullsh*tting

Most hedge funds use the image and reputation of their founders and/or executive team to promote their fund. How can you expand this concept into a true marketing activity?

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What should you expect from the FundPortal implementation process?

When we speak to hedge funds, they are often surprised by how quick and lightweight the FundPortal implementation process is. In this blog, we walk through the process and timelines

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SaaS; no pain, all gain

Software as a Service (SaaS) gives businesses access new functionality at higher speed and lower cost. So why are some firms clinging to the outdated notion that change must be painful?

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Are hedge funds maximising the value of their email marketing?

Email marketing is a core component of the modern fund marketing strategy. But are hedge funds deriving as much value from it as they might?

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New product feature: new FundPortal Outlook add-in

We know that a lot of our clients’ fund marketing communications happens via email. To streamline workflows across these high-frequency systems, we have released a new FundPortal Outlook plug-in.

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