Guides · Month-end workflow
Fund website best practices for boutique managers
What allocators and advisers expect to find on a manager’s site — before they take the meeting.
This guide is being written. The outline below is what it will cover.
- The pre-meeting check: what gets you screened out
- Fund page anatomy: performance, fees, docs, disclaimers
- Freshness signals: as-at dates and monthly cadence
- A fund centre for multi-fund ranges
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