In addition to a fund document portal that houses documents and reports for investor and prospect consumption, you may also have (or might be considering) a website page dedicated to the various fund products you offer.
This page is commonly known as a fund center, fund explorer, or simply just a fund website page. Hedge fund, private equity, and traditional asset managers use fund website pages to showcase all of their products, strategies, and performance statistics. These pages are generally kept behind a secure login, but increasingly some managers are embracing this concept further by exposing a pared-down version of this page on their public-facing website.
Fund website pages are one of the most visited pages on an asset manager's website and provide a unique opportunity to articulate to prospective investors why your product is so unique and would add value to their portfolio.
Check out these 5 best practice features to include in your fund website page:
1. Fund Products Menu
An easy to navigate menu is essential, especially if your firm has multiple products, because it helps website visitors quickly find information. You'll want to dedicate a separate page for each fund to keep things as straightforward as possible. Depending on how your funds website page is designed, you can use the menu to allow visitors to navigate to sub-pages or jump to a section on the current fund page if you are using a parallax design.
2. Recent Fund Documents
Fund website pages that feature a section dedicated to relevant fund-specific documents, whether those are key documents or the most recently posted, creates a positive user experience. Rather than forcing the visitor to navigate to the document library page to find relevant documents for a specific fund, listing critical documents on a fund page makes them accessible as well as helps increase engagement with your materials.
3. Interactive Fund Performance Charts
In this day and age, website visitors are expecting responsive, interactive fund performance charts to easily visualize important metrics about a particular fund. It's vital to ensure that your asset management firm's CMS platform can support both responsive and interactive fund charts and the ability to update fund performance and benchmark numbers easily, if not automatically.
4. Key Fund Facts
At the top of your fund page, you should always include some quick facts about your fund like inception date, strategy, etc. in an easy to read format. This makes it effortless for your investors to consume high-level fund information without having to scroll down the page in search of these details buried within paragraphs of text.
5. Firm Contact Details
Whether you choose to showcase the specific fund's portfolio managers or investor relations professionals, providing information including names, bios, and contact details humanizes your firm, adding a genuine personal touch to your offering.
Now it's important to remember, this is just one example of a fund website page design. There are countless possibilities when it comes to designing your own website. As you are going through this process, keep in mind these 5 features to ensure your website visitors can easily find all the information they are looking for, and you'll be sure to foster positive interactions with your firm's website.