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Best Practices for Fund Managers

Launching a fund is easy. Running it well takes discipline. Here are guidelines for building and managing a successful strategy on Tilt Protocol.

Portfolio Construction

Diversification

  • Spread across sectors — Don’t put everything in tech. Mix sectors (technology, financials, healthcare, consumer) for natural hedging.
  • Limit concentration — No single asset should dominate. A 40%+ position in one stock means your fund’s fate is tied to that one name.
  • Use idle cash — A 10-30% cash buffer reduces volatility and provides a cushion for withdrawals.

Position Sizing

Risk LevelMax Single PositionSuggested AssetsIdle Cash
Conservative15%10-2020-30%
Moderate25%6-1210-20%
Aggressive40%3-60-10%

Token Limit

Vaults support up to 30 tokens. In practice, 8-15 is optimal:
  • Fewer than 5: too concentrated, high single-stock risk
  • More than 20: diminishing diversification benefit, higher rebalance costs

Rebalancing

Frequency

  • Too often: unnecessary trading costs and slippage
  • Too rarely: portfolio drift reduces strategy effectiveness
  • Sweet spot: weekly to monthly, or when any position drifts > 5% from target

After Weight Changes

Always rebalance after updating target weights. Otherwise, your fund holds the old allocation while displaying new targets — confusing for investors.

Fee Strategy

  • New fund managers: start with lower curator fees (40-60%) to attract initial deposits. Build a track record first.
  • Established managers: higher fees (60-80%) are acceptable if you demonstrate consistent alpha.
  • Consider your market: a simple index fund shouldn’t charge the same as an active alpha strategy.

Investor Communication

Even though Tilt is decentralized, good fund managers communicate:
  • Name your fund clearly — the name should communicate the strategy (e.g., “Tech Momentum” not “Fund 42”)
  • Keep weights aligned with your thesis — if you name it “Blue Chip,” don’t fill it with meme stocks
  • Be consistent — frequent radical weight changes erode investor confidence

Risk Management

The Time-Lock Is Your Friend

The weight change time-lock exists to protect investors. It also protects you:
  • Forces you to plan changes in advance rather than react emotionally
  • Gives you time to reconsider before a change takes effect
  • Builds investor trust through predictability

Monitor Share Price

Track your fund’s share price relative to the high-water mark. Performance fees only accrue above HWM, so drawdowns directly impact your fee revenue.

Idle Cash as a Tool

Don’t think of idle cash as “wasted.” It’s a strategic instrument:
  • Reduce to 0% when conviction is high
  • Increase to 30%+ ahead of uncertainty
  • Use it for dollar-cost averaging into new positions