
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.

Product update release: FundPortal, the hedge fund CRM
We have a clear vision of FundPortal’s role, sitting at the heart of our clients’ marketing and investor relations operation. With this latest major update, we are now the hedge fund CRM for our clients, providing the automation, tracking and visualisation that will underpin their growth strategies.

UK emissions haven’t been offshored
Sarah Olney is not the only person criticising the UK government for ‘offshoring’ emissions from the period 1990 to 2020. Offshoring in this context means that either emissions that used to occur in the UK, now occur in other countries, or that new emissions have been created in other countries that properly should ‘belong’ to the UK.
VOTE ETF: The Launch of the First Passive Aggressive ESG Fund
In May 2021, activist hedge fund Engine No. 1 shot to prominence on the back of its success in winning the shareholder fight with oil giant Exxon Mobil (XOM). The fund was relatively unknown at the time. It was founded in late 2020 by Chris James, a Wall Street veteran who formerly ran Andor Capital Management and Partner Fund Management. The San Francisco-based fund started with about $250 million in assets.

ESTea #15 18/09/21 Spotlight on: KBI Global Sustainable Infrastructure Fund
Since 2017 – long before many of us even heard the phrase ‘ESG’ – Colm O’Conner at KBI has been building the Global Sustainable Infrastructure Fund (GSIF). Now in its fourth year, the fund has great performance, runs under an Article 8 banner and invests in all the companies I wanted to work for when I was a kid…

ESTea #1 04/05/21
As this is the inaugural ESTea newsletter, it’s going to be a short one. Let me start by explaining why we have this newsletter and blog, what we think it might become, and what you can expect.

ESTea #16 25/09/21 – Spotlight on: Triodos Pioneer Impact Fund
Triodos have, by far, the clearest commitment to carbon-neutral and ethical investing of any major fund brand. Almost certainly they launched the first ‘Green’ fund back in 1990, only ten years after they were founded and decades before the rest of the market.

Hedge Funds 2019 – A consolidated view
For hedge fund managers, 2019 marked the start of a much-needed recovery following 2018’s weak performance. Now we are 5 months into 2020, so it’s about time to take a closer look as to what happened during the previous year. The Edgefolio team has consolidated a selection of different articles, summarizing the Hedge Fund Industry. Enjoy!