Edgefolio
@Edgefolio
Edgefolio is connecting the hedge fund industry.
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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
edgefolio.com
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...
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
edgefolio.com
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...
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
crm.edgefolio.com
Managing the financial and operational burdens placed on emerging managers
Emerging hedge fund managers face some tough challenges. In this white paper, we explore why emerging managers should invest in certain technologies to position them for success.
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
edgefolio.com
MPP&E Capital selects Edgefolio to power hedge fund investor portal
MPP&E Capital, a London-based hedge fund, is now live on Edgefolio’s all-in-one investor relations platform for hedge funds. The firm will benefit from a dedicated hedge fund investor portal, with...
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
edgefolio.com
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...
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
edgefolio.com
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?
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…
crm.edgefolio.com
Using FundPortal for networking and events
Networking can be subject to errors. How can using FundPortal streamline your networking efforts at events?
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
crm.edgefolio.com
A practical guide to marketing analytics for hedge funds
Marketing analytics can provide tangible, actionable insights for fund marketers. Are you leveraging your marketing analytics? How do you locate, gain insights from, and visualise this data?
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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