Fund Fact Sheet
This customized 1-2 page report will have a consistent feel to the Marketing Presentation. This report is typically the first marketing piece a potential investor receives and the first impression of the fund will be establish based on this document. The fact sheet will summarize the funds objective, performance, and key attributes/highlights of the Fund. The objective of this report is to generate enough interest so the investor will request for more information.
Fund Statistical Analysis
An all encompassing analysis which calculates most Greek measures for the fund based on its monthly performance stream. Certain of these statistics will be used in other marketing pieces to help promote the Fund. Additionally, identifying competitors and benchmarks (via multiple hedge fund/market databases) of the fund for peer comparison analysis. This will help identify how the fund has perform relative to its peers and benchmarks.