Edgefolio @Edgefolio
Edgefolio is connecting the hedge fund industry. edgefolio.com London Joined August 2013-
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Many fund managers view branding as a one-off task rather than an ongoing responsibility. However, it's important to keep an up-to-date (and relevant) hedge fund brand. Read our latest #blog here: hubs.ly/Q03zfDx20
Modern investor also expect modern operations. How can the technology you use be your secret brand ambassador? Read our latest #blog here: hubs.ly/Q03xdBGn0
NEW WHITE PAPER: Rebranding for hedge funds: when and why? - Where hedge fund brands stand today. - Key elements that make up a hedge fund brand. - Defining the brand story and voice. - Technology as a brand enabler. Read now: hubs.ly/Q03vcxKC0
⭐ BIG NEWS! ⭐ We are excited to share that we’ve been shortlisted for the Hedgeweek's European Awards 2025 – Hedge Fund Platform of the Year! We’d love your support to help us secure this award. 👉 Voting link here: hubs.ly/Q037kxc00
We're proud to announce that Edgefolio has achieved SOC2 Type 2 accreditation, demonstrating our ability to consistently maintain a secure environment for our clients. A milestone achievement for 2025. 💪 🔑 Details below: hubs.ly/Q03516wT0
Stay ahead in fund marketing with the latest Edgefolio insights and content delivered straight to your inbox. Be sure to sign up ✉️ Link here: hubs.ly/Q031HhmZ0
Season’s greetings from the Edgefolio team! As the year wraps up, we want to thank our network for making it a great one. Wishing you a joyful season and a successful #2025 ahead. 🚀
NEW WHITE PAPER: The burdens placed on emerging managers - Priorities for strategic investment in tools and technology. - The challenge of lacking speciality expertise. - The role of technology as an alternative to increasing headcount. Read now: hubs.ly/Q02Y597k0
For emerging managers, there is a balance to achieve between keeping costs down and investing in the right areas to grow the business. Firms need to decide where spending will have the greatest impact. 📈 Read our latest #blog here: hubs.ly/Q02Y3xRS0
Press release: We are excited to announce that MPP&E Capital, a London-based hedge fund, is now live on Edgefolio’s all-in-one investor relations platform for hedge funds. Read further details below. hubs.ly/Q02SVT7W0
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? Read our latest #blog here: hubs.ly/Q02RFGpD0
#Rebrand announcement 🚀 Today, we're unveiling a new look. With beautiful client portals, CRM, data room, and email marketing, Edgefolio is bringing the experience investors expect. Check out hubs.ly/Q02RllcG0
NEW WHITE PAPER: Unlocking the potential of SMAs - The challenge SMAs present for the IR team and the potential for errors. - The role of technology in delivering transparency, reducing risk and increasing efficiency. Read now: hubs.ly/Q02M_N350
IR teams have to combine their excellent interpersonal skills with accurate and comprehensive investor information. How can proper use of a hedge-fund specific CRM streamline and guide this interpersonal activity? 👥 Read our latest #blog post here: hubs.ly/Q02LdN8s0
Our latest #blog post explores how to use marketing analytics to fine-tune your sales and marketing strategy. What value does it bring? Read here: hubs.ly/Q02DxWl50 🖊️ #CRM #strategy #hedgefunds #fundmarketing
NEW WHITE PAPER: - How can IR teams get ahead of investor expectations? - How do you continue to engage your investors? - How can you use IR technology solutions to streamline interpersonal activity? Read now: hubs.ly/Q02DnHP50
🚨1 DAY! Webinar - June 25th, 2:00pm If you are a current user of FundPortal, or curious of how it can benefit your organisation, join us for our webinar tomorrow. We explore how to use FundPortal for networking and at events. Register: crm.edgefolio.com/webinar/fundpo…
Our latest #blog considers the value of marketing analytics in understanding your investors’ journeys and visualising your funnel, on a macro and micro level. Read here: hubs.ly/Q02yNbVt0 🔍 #CRM #investors #hedgefunds #fundmarketing
NEW WHITE PAPER: A practical guide to marketing analytics for hedge funds - How do you locate marketing data? - What can your marketing data tell you? - How do you visualise your marketing data? Read now: hubs.ly/Q02xY1Km0
Our latest #blog explores the benefits of CRM connections and how it enables an automated flow of data between systems to boost productivity. Read here: hubs.ly/Q02xd9QT0 🔑 #CRM #integration #fundmarketing
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