Effective hedge fund marketing strategies and materials allow firms to capitalize on new opportunities and stand-out from the crowd. However, crafting a unique story that reaches and motivates investors is challenging.
Today I moderated a webinar with speakers from Ovis Creative and Ledgex Systems looking at the current marketing landscape, marketing pitchbook best practices and the role of a hedge fund CRM platform.
Below you can watch the whole webinar or download the slides HERE.
To pique your interest, here is expert advice from Ovis Creative’s Creative Director, Lauren Colonna, about hedge fund pitch book best practices:
Don’t go overboard on the content. Create a cohesive but succinct story (total of 20 to 30 pages)
Focus on key pages with greatest opportunity for impact
Avoid overused terms; remember if a concept or phrase sounds generic to you... they are even more so to an investor who has heard the same theme over 1000 times
Maintain a consistent style, voice and tone (reflective of your pitch); Employ perfect grammar, succinctness, clarity and a consistent message
Use bulleted form rather than full text paragraphs; Consider a call out/side bar to enforce a key takeawayShe also covers what’s in a pitchbook, the role of a website and much more.
To quote our latest Tech Tips video, "when things are good, they’re good. But when things turn bad, it could be downright scary," so here is our latest video that covers four signs you may be outgrowing your IT service provider.
We’re in Hurricane Season so let’s look at some best practices to ensure you and your employees are prepared for the unexpected. Remember, these four Eze Tech Tips are great for the next Snowmageddon too.
Want more Disaster Recovery Tech Tips?
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Eze Video Debut!
Ever wonder about the layers of security encasing our Eze Managed Suite solution? We thought you had. That's why we created this video, which outlines not only the security protections but also the extensive services available to investment firms and hedge funds that move to our premier cloud solution.
Watch, learn and then contact us for more details.
So we all know hedge funds and investment firms don’t want their important information drifting around free file sharing services like Dropbox. Heck, even Dropbox’s Chief Operating Officer says they still have to convince businesses that “the enterprise features that [they’ve] built satisfy [business] security requirements and [business] needs.1”
With security threats multiplying exponentially, satisfying security requirements isn't enough - vendors need to be one step ahead. That’s why for secure file sharing Eze Castle Integration offers the Varonis' DatAnywhere product as a standard feature within our Eze Managed Suite. Varonis' DatAnywhere offers users seamless and secure collaboration and file sharing across devices.
Beyond security, Varonis DatAnywhere is easy to use. Users receive the same drag-n-drop experience as shared network drives or a cloud sync folder, which means no need for training on complex user interfaces and collaboration workflows. Additionally, data is automatically backed up and version controlled.
We created a video training series for our Eze Managed Suite clients on using DatAdvantage. While I can’t share all the videos (unless you are an Eze client!), here’s the intro video to give you a taste of this great feature.
On behalf of the entire team here at Eze Castle Integration, we would like to wish all of our U.S. readers, clients, partners and friends a very happy and safe Independence Day holiday.
Also, we’re happy to announce our newly launched Instagram page so be sure to follow us: EzeCastle
We'll see you back here at Hedge IT on Tuesday, July 7th for a look at Social Engineering.
Welcome to the third installment of our SEC Cybersecurity Guidance Update video series. Our third (and last) video covers what the SEC is telling registered investment advisers about having written information policies and procedures. You can watch the first two videos below or HERE and HERE.
In Part 1 of the SEC's recent cybersecurity guidance update, the regulatory body highlighted the need for cyber risk assessments across multiple areas of a registered firm's organization. Continuing to address how firms should prepare for security incidents before they occur, Part 2 of the SEC's guidance update focuses on how hedge funds and registered investment advisers should prevent, detect and respond to security incidents.
Take a look at the latest installment of our video series or scroll down to read a brief recap.
Categorized under: Security Launching A Hedge Fund Cloud Computing Disaster Recovery Hedge Fund Due Diligence Hedge Fund Operations Hedge Fund Regulation Infrastructure Communications Outsourcing Business Continuity Planning Trends We're Seeing Videos And Infographics
We are excited to release the first in Eze Castle Integration's three part SEC Cybersecurity Guidance Update video series.
In case you missed it, in April 2015 the SEC issued a Guidance Update on Cybersecurity Risks and Expectations for registered investment companies and registered investment advisers. The three point guidance update addresses the need for Cybersecurity Assessments, Strategy and Written Policies plus Procedures.
So to get you up to speed quickly, we’ve created this video series. In this first (90 second) video we cover SEC cybersecurity guidance around conducting periodic risk assessments. Be sure to come back next week for our next two videos.
If you missed our 'Starting a Hedge Fund' webinar last week, you missed a lot. Luckily, our webinar replay is available here, and we're now onto Part Two of our recap. If you missed Part One - which focused on the structural and formation basics of starting a new hedge fund - click here. In Part Two, we're recapping what our very own Managing Director Vinod Paul covered, specifically around IT infrastructure decision-making, cybersecurity protections and common technology mistakes.
2015 Technology Priorities
Before looking at the specific technology infrastructure components emerging managers should consider before and during the launch phase, let's first cover some large-scale IT priorities for startups in 2015. We've identified three major priorities:
Selecting the right service providers. Whether it's outsourcing IT, administration or another critical function, it's imperative for startups (and successful hedge funds in general) to conduct proper due diligence and forge partnerships with providers that offer flexibility and accountability.
Understanding your firm's vulnerabilities and exposures. Security, security, security. It's the most critical area of focus for hedge funds in 2015. Firms should understand what risks could affect their businesses and the safeguards in place to mitigate those risks.
Employing an infrastructure your firm can grow with. You're a startup, yes. But you can't afford to act like a startup, at least when it comes to your technology. Selecting an infrastructure platform and provider that can grow with your firm and support you 2, 5, 10 years down the road is critical to your success, and will save you money and headaches in the long run.
Categorized under: Launching A Hedge Fund Cloud Computing Disaster Recovery Security Hedge Fund Due Diligence Hedge Fund Operations Hedge Fund Regulation Infrastructure Communications Outsourcing Business Continuity Planning Trends We're Seeing Videos And Infographics