SharingAlpha | THE WORLD`S LARGEST PROFESSIONAL FUND …

SharingAlpha | THE WORLD`S LARGEST PROFESSIONAL FUND BUYER COMMUNITY 1


The world’s largest community of

professional fund buyers.


What we offer professional fund buyers?

● Unique fund research tool

● Possibility to build a personal track record

● Top ranked members get approached by headhunters


Fund Research 2.0

Fund page includes:

● Fund’s average rating

● Rating distribution

● Rating over time

● Selectors that rated the fund

● Insights about the fund


Build a Personal Track Record


What we offer fund providers?

● Interact with the world’s largest community of professional fund buyers

● Reach thousands of vetted professionals from 111 countries


Exhibit logos on your marketing materials


Access our monthly Market Intelligence Report

Monthly report includes:

● Detailed peer group analysis

● Leads generated from content sharing

● Leads generated from fund screener


Share content with our community


Gain investor leads

● Our investors are presented with a list of funds that match their search criteria and have the option of requesting further information from subscribed fund providers.

● Automated lead generation with no need to update fund information or fill in lengthy DDQs.


Peer comparison

SharingAlpha Other RFI platforms

New searches per month Hundreds Less than a hundred

Lead generation Automated Bespoke questionnaires

Subscription access No limitations By geography, number of users

Investor type All types of professionals Large Institutions only

Seed investors Yes No

Content distribution Yes No

Logo licensing fees Yes No

Marketing Intelligence report Yes No

Positive PR Yes No

Dedicated landing page Yes No

Onboarding Automatic Manual


Cost


Already subscribed


Members by country


Founders

Oren Kaplan

Yuval Kaplan

Has over 24 years experience in senior management positions in the financial industry. He is the author of the best seller ‘Psycho-Finance: The New Psychological Approach to Investments’ and the co-Author of ‘The WealthTech Book’. He is also a Partner with an asset management firm that currently has $38B under management and holds a BSc in Economics from the University of London and an MBA from Tel-Aviv University.

Has been programming for over 30 years and has worked in the software industry for many years. Yuval received the President’s Award for Excellence during his army service and graduated with honors from Imperial College London.


Advisory Board

Avi Nachmany

Jon Beckett (‘JB’)

Neville Vyas

In the mid 1980’s co-founded Strategic Insight (SI), a thought leadership and

business intelligence firm for industry leaders. Today Strategic Insight’s research

and technologies are used by investment companies that collectively manage over

90% of assets entrusted to U.S. mutual funds.

Holds over 20 years of experience in fund selection (at firms such as Scottish

Widows and Franklin Templeton); author of the book ‘New Fund Order’; Director

Emeritus for the Association of Professional Fund Investors.

Holds over 24 years of experience with three leading asset management groups:

Impax Asset Management, Allianz Global Investors, AXA Framlington and Fidelity

Investments.


Testimonials


Press coverage


www.SharingAlpha.com

http://www.sharingalpha.com

Documents

SharingAlpha | THE WORLD`S LARGEST PROFESSIONAL FUND …