Website Instructions

My Profile

When you first log in you will need to click on ‘My Profile’ button and then click on ‘Edit My Profile’ button.

Please download an appropriate business photo of yourself and complete all fields as instructed.

Once done click ‘Save changes’ button.

If saved correctly you should now see:

  Your changes have been saved.
  Click here to return to your profile

My Company 

If you are the first to log in on behalf of your company then you will automatically have been given Full Access, which means you have been given permission to update the ‘My Company’ tab and post content under ‘My Articles’ on behalf of the company you belong to. 

Once others have been given logins at your firm then you can Upgrade their access to Full Access in the ‘My Team’ tab allowing them to edit, amend and add to ‘My Company’ and to ‘My Articles’ under their own logins. 

To update your company details you will need to click on ‘My Company’ button and then click on ‘Edit My Company’ button. 

Please add a high-resolution image of your company’s logo and complete all fields as instructed. 

Once done please click ‘Save’ button. 

If saved correctly you should now see: 

  Your changes have been saved.
  Click here to return to your profile

My Directory

To update your company details on the Directory you will need to click on ‘My Company’ button and then click on ‘Edit My Directory’ button.

Please complete all the fields that are shown.

Please note when filling out the AuM figures please select the Currency that all the figures will be reported in.

Please note all AuM figures are to be reported in Millions. In other words, to show 1,000,000 (1 million) you would type 1.00 to show 1,000,000,000 (1 billion) you would show 1,000.00 to show 20,000,000,000 (20 billion) you would show 20,000.00.

The AuM figures can be shown to four decimal places if required.

Once all fields are completed, please click ‘Save changes’ button.

If you are not yet ready to fill the fields and save the information, then you can just click the back arrow at the top or Alt + Left Arrow.

The Directory page that asset owners will see will look exactly like the Directory page you add your information to once it has been saved.

If saved correctly you should now see:

  Your changes have been saved.
  Click here to return to your profile

Please note the Directory is shown in alphabetical order but after those that sponsor the Directory are listed. If you would like your company to be a Sponsored Directory Listing (i.e. to be seen ahead of the alphabetical listing) and have a Leaderboard banner advert on top of your Directory profile then please contact sean.thompson@cioinvestmentclub for further information.

My Team

This is where you can see all those at your company who have logins to the cio investment club and what their Access rights are.

Only those with Full Access can upgrade other users at your company

My Articles (for asset owners only)

This is where you can upload articles under your name.

Articles can only be added if you have uploaded your headshot photo in the ‘My Profile’ tab.

To upload an article, click on ‘My Articles’ button and then click on ‘Add a new article’ button.

Add a Title and a short summary of introduction to the article where shown.

You can either upload a PDF or add a URL address to open the article up on your own website where it might be held.

Once you are happy with everything please then click ‘Publish article’ button.
If saved correctly you should now see:

Your article has been saved! Click here to return to the article list

All asset owners’ content will be viewable in the ‘Research’ tab on the website.

Please note: it may take a couple of minutes before you see the article actually published on the website as the server refreshes the website.

My Articles (for subscribing asset managers only)

This is where you can upload articles on behalf of your company.

If you have not yet subscribed to upload articles, please contact sean.thompson@cioinvestmentclub for further information.

Articles can only be added if you have uploaded your company’s logo in the My Company tab. If you have not done this then please see ‘My Company’ above.

To upload an article, click on ‘My Articles’ button and then click on ‘Add a new article’ button.

Add a Title and a short summary of introduction to the article where shown.

You can either upload a PDF or add a URL address to open the article up on your own website where it might be held.

Select all the tags that are relevant to the article so that it can be seen under the industry/industries and categories that it applies to.

At the bottom you will see ‘Gated article or Ungated article?’

1. If you leave this box blank then your article will be gated and only users who have logged in to the cio investment club website will be able to download the article or be taken to your website to view it.
2. If you tick this box, then your article will be ungated allowing anyone to download the article and/or be taken to your website to view it without having to log in. One of the benefits of this is it provides quicker and easier access to your content acknowledging that your website will be automatically asking them if they are a professional investor and where they are from (UK, US, Europe, etc.) before then allowing them to see it.

Once you are happy with everything please then click ‘Publish article’ button. If saved correctly you should now see:

  Your article has been saved! Click here to return to the article list

Please note: at this time it may take a couple of minutes before you see the article actually published on the website as the server refreshes the website. I am working on speeding up this process.

MPU Adverts

If you would like to add an MPU advert to the website, please contact sean.thompson@cioinvestmentclub for further information.

Support

If you have any questions or need any assistance, please contact me at sean.thompson@cioinvestmentclub.com.