Five signs your hedge fund brand needs a refresh
Many hedge funds do not actively invest in their own brand. This mindset can be costly. Alongside investing in a comprehensive fund marketing solution to maximise your operational capabilities, hedge funds should maintain a consistent and up-to-date brand.
Every digital touchpoint is a brand moment
Put yourself in the shoes of an investor who has heard about your fund through word-of-mouth. One of their natural next steps would be researching your firm online. This first digital encounter becomes a pivotal brand moment. What would they see, and what story does their initial experience tell about your fund?
Product update: enhanced contacts table
Recently, we’ve made some updates to our Edgefolio for Managers platform. This release will bring our users Excel-like speed and flexibility right into the platform.
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.
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?