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.
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.
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?
Marketing data insights: refining your strategy
Picture your marketing data as a compass, guiding your strategy by providing feedback on your investors’ journeys. How can these insights help you refine your sales and marketing strategy?
Marketing data insights: painting a picture of your investors
What types of information can you get on your investors? Piecing together your marketing data paints a holistic picture of your investor audience, illustrating which investors you are getting most traction with.
Maximising value through CRM connectivity
Why is CRM connectivity important? Creating an automated flow of information between systems saves you the time and effort required to manually input data from various formats.
Starting as you mean to go on: why hedge funds should use a CRM from the outset
Most emerging hedge funds operate on a restricted budget, and implementing a CRM to support their sales and investor relations process is often not a priority. The result? The loss of valuable early-stage data.
Edgefolio makes it official with SOC2 compliance
At Edgefolio, we have exceeded the high security standards of our global investment bank clients for years. But don’t just take our word for it… we’ve made it official with SOC2 compliance.