Adding Commentary & News articles

Adding your monthly or quarterly commentary, thought-pieces, and news articles is just as straightforward. 

Navigate to the 'News & Comments' tab of your fund profile to upload recent commentary to accompany your latest performance. 

Choose a catchy title, select your article type, add an author and simply add text into the box provided. Privilege levels for commentary work similar to those in the data room. You can learn more about privilege levels here.

Once you add commentary, your commentary will appear as part of your "Monthly Report". When investors select the "Monthly Report" option they will be presented with a branded, printable version of your FundPortal overview page, teamed up with the commentary you have just added. If you would like this button to display your own newsletter instead, then read on...

Please note: If you select a 'Monthly Commentary' from the list, the piece you type will be made available in the 'Monthly Report'. There is also the option of linking this button to your own newsletter within the data room.