‘Edgefolio Spotlight’ – Mette Østerbye, CABA Capital A/S

This week we introduce Mette Østerbye Vejen, CEO of CABA Capital A/S, to the spotlight! Read about her take on marketing funds’ unique value proposition and her growth plans for CABA.

Read more

How to Differentiate Your Fund in a Conference

Think of the following scenario:
You start planning your trip long in advance before the actual event. You arrange the flights, the hotel, the material you need and you try to plan ahead your sales strategy. ” Who else is going there? What it the best elevator pitch I can use? How can I convince the Investors that I am the manager they should be speaking with?”

Read more

October Newsletter: Updates and Insight from Edgefolio

A lot of exciting things are taking place at Edgefolio! We are pleased to present a comprehensive list of new features and updates that have been made this month. We then present market insight from our newest research, as well as insight from our founder and our CEO.

Read more

‘Edgefolio Spotlight’ – Theron de Ris, Eschler Asset Management

This week we are delighted to feature Theron de Ris, founder of London-based Eschler Asset Management.

Read more

Introducing Exposures & Holdings

Since the beginning of Funportal 2 years ago, Edgefolio has always allowed you to share rich, interactive information on your fund in an instant. We now introduce our newest feature – Exposures and Holdings

This includes your information on the fund, on the fly analysis and comparison with your peers, rich newsfeed, and a smart way to share all your documents with your prospects and Investors. You can create an automated Factsheet with a click of a button, and carefully set permissions to control who sees what. And all these, in a compliant way.

Read more

Information Vs Wisdom

Many investors today focus the bulk of their attention on gathering information and data when it comes to manager assessment. From reading through documentation (DDQs, supplement, financial statements, presentations etc) to the analysis of performance series, investors certainly have their work cut out. But is this approach solid, or is it just scratching the surface?

Read more

‘Edgefolio Spotlight’ – Angus Cameron, PCS Capital

Edgefolio has started a new initiative and want to feature some of you in a series of interviews. It will be known as: “Edgefolio Spotlight”. This week we introduce Angus Cameron from PCS Capital.

Read more

FundPortal Update – Streamlining User Flow

We understand marketing your fund is hard, so we’ve been steadily improving FundPortal to make things easier. For this batch of updates, we’ve been paying particular attention to streamline how FundPortal integrates with your existing workflows.

Read more

Making it Big Report: A Road Map to $1bn AUM

The research examines big managers’ path to growth, providing a roadmap for all emerging and start-up managers as they make their way to $1bn AUM.

Read more

What happened in September? Edgefolio’s update and point of view for the world

Read about what’s been going on behind the scenes at Edgefolio during September. From awards to feature updates – we give you a short overview of what we have been getting on with during this month’s newsletter.

Read more