
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.

Template: Prospecting email for fund managers
Emerging fund managers need to master the art of a great prospect email due to less contacts and experience – Edgefolio has tips.

Why do hedge fund managers need an integrated CRM?
Why should hedge fund managers adopt a CRM? Edgefolio explores some of the principal reasons and benefits for asset managers below.

Edgefolio partners with BNP Paribas to launch ‘Bridge’ – Providing Digital Capital Introduction Services for Institutional Investors
‘Bridge by BNP Paribas’ to Provide Digital Capital Introduction Services for Institutional Investors. Partnership with Edgefolio strengthens the bank’s cap intro offering.

What does the SEC’s ruling mean for hedge fund managers?
The SEC has proposed a new set of regulations for hedge funds and hedge fund managers. The move targets greater transparency on performance, fees and much more.

The sweet spot between sales and marketing for funds
Sales and marketing are the two sides of the same coin. They both aim at educating prospects, bringing in new clients while making sure that you continue to delight your current ones.