What is the November 4 Marketing Rule imposed by the SEC, and how it will affect the marketing of hedge funds?
The November 4 Marketing Rule is a new reform imposed by the SEC that will affect the marketing of hedge funds. How will it affect fund managers?
The rise and fall of crypto; how can investor trust be rebuilt?
The decline in the cryptocurrency market has been dramatic. How can crypto fund managers now begin to reassure and re-engage their investors?
Vietnam & selling the story: Kenno, Mikael Nastamo
In our ‘Exposure’ series, we’re talking to our clients & about the funds, people & strategies. Kenno, experts in Vietnam’s economy are up next.
Emerging fund managers: are you ready for institutional capital?
Congratulations. You’re 3 years into your journey as an emerging hedge fund manager. The time has come to prepare for institutional investment – here’s what you need to know
Exposure series: Trajectoire Capital Group, Cyril Bériot
As part of our new ‘Exposure’ series, we’ll be sitting down with some of our clients, and showcasing the brands, the people behind the funds, their investment strategies and their thoughts on how technology is disrupting both the present and the future of the fund industry.
New product feature: Kanban board now live in FundPortal
We’ve been working on adding even more new features to FundPortal. Introducing kanban board view, for more effective deal / pipeline management.
New product feature: prioritisation tools in FundPortal
We are always working to make FundPortal do more for our clients. In this latest update, we provide enhanced deal and task prioritisation tools. This lets managers view their deals according to how likely they are to close, and their tasks according to their prioritisation.
New product release: CRM enhancements
We are always working to make FundPortal do more for our clients. In this latest release, we are delivering enhanced CRM features to improve automation and visualisation within FundPortal.
Why does a hedge fund need a client portal?
Why does a hedge fund need a client portal in 2022? Transparency? Yep. Marketing? Absolutely. We delve into all the reasons why it is crucial in 2022.