Discovering funds on the Fund Search Page
Using the Keyword search - perhaps you already know what you are looking for, having heard of a fund at a conference or via word of mouth. Our Keyword search can be used to find a fund by fund name, strategy, management company name, management company location, and even fund manager name.
Using the Region and Strategy filters. The region filter refers to the regional exposure of the target fund. We cover various strategies and sub-strategies on the search page, you can also select several strategies at once by ticking the relevant boxes.
You can filter by AUM, Track Record, Annualized & YTD Return, Volatility, and Drawdown filters. The latter 4 filters allow you to narrow down your preferences to the nearest percentage.
You can save your filters in the "Save Filter" box at the bottom of the page by entering a name for your filters here. Thereafter, your saved filters will appear in the dropdown menu under "Filter Sets" and remain discoverable during your subsequent visits to the search page.
In addition to the above, you can bring up specific funds, which are either:
Funds you have previously requested a connection to these funds can be accessed via the "My Connections" box underneath the Keyword search. This list of funds includes both funds that have granted you access to their data room, as well as those to whom your connection is "pending".
Funds you have previously "Favorited": here you can reach a list of funds you have previously designated as "Favorite" using the blue button above the search results.
Viewing your search results on the Fund Search page
There are 3 ways to display you results: Results view, Map view and Plot view.
Can't find the fund you are looking for?
We offer a dedicated concierge service, whereby we onboard the fund you are looking for, should it not appear in search results. You can help us by providing a contact name of an employee at the fund (if known). We will notify you once the fund is on-boarded and you can start creating groups and portfolio, once the fund's profile information is available.
Learning more about a specific fund
If you wish to learn more about a particular fund, you can click directly on it's name on the Fund search page. This would bring up a detailed, interactive profile.
