Factsheets and Monthly Reports as Tools for Transparency on Agora

Clear, consistent communication is central to building trust between managers and allocators. On Agora, two of the most effective ways to share information are through Factsheets and Monthly Reports. Both tools give allocators structured, timely insights while giving managers a professional way to present their fund’s profile and commentary.

Why Reporting Matters in Alternatives

In the alternative investment marketplace, allocators seek clarity and consistency. Factsheets and monthly updates provide a standardized view of fund details, performance characteristics, and manager perspectives. For managers, these tools reinforce credibility and demonstrate a commitment to transparency.

Monthly Reports: Commentary That Keeps Allocators Informed

Agora allows managers to publish monthly commentary, which can include:

• Market outlooks and research-driven perspectives

• Fund updates or strategy insights

• Press releases or news articles, such as recognition or industry awards

By tagging these updates as Monthly Commentary, the content automatically feeds into a Monthly Report format, giving allocators one central place to access updates. Alternatively, managers can upload their own investor newsletters.

Allocator benefit: Timely updates help allocators follow a fund’s developments and assess how the manager responds to market conditions.
Manager benefit: Regular commentary demonstrates professionalism, consistency, and thought leadership.

Factsheets: A Professional Snapshot of Your Fund

Every fund profile on Agora can generate a Factsheet — a PDF that mirrors the information on the fund’s overview tab. It includes:

• Core fund details

• Volatility and tail risk analysis

• Correlations with major indices

This standardized report provides allocators with a clear, comparable view of a fund’s characteristics.

Allocator benefit: Factsheets create consistency across funds, making due diligence more efficient.
Manager benefit: A factsheet ensures that your profile is always presentation-ready, with quantitative insights alongside your strategy overview.

Branding Perspective

Allocators value transparency and structure, while managers value opportunities to present their story effectively. Factsheets and monthly reports bring those needs together:

• For allocators, they provide clarity and comparability.

• For managers, they are branding tools that showcase discipline, communication, and attention to detail.

Key Takeaway

Factsheets and Monthly Reports on Agora are more than reporting features — they are communication tools that strengthen trust. By using them consistently, managers ensure their profiles reflect a complete and professional picture, while allocators gain reliable insight into the funds they follow.

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