TrueFi Docs

Overview: Managing a fund on TrueFi

Portfolio Managers ("PMs") can use TrueFi infrastructure to run their own fund.
TrueFi Capital Markets infrastructure enables PMs to configure lending pools to their specifications and deploy funds by their own discretion and strategy.

What does a Portfolio Manager control?

The PM determines the portfolio's strategy and has discretion on how to deploy capital. PMs decide who to lend to, and set loan terms with borrowers.
When creating a portfolio the PM configures policies for fees, min/maximum portfolio size, portfolio maturity dates/tenor, and other parameters.
Additionally, PMs have the option to run KYC/KYB permissioned portfolios, where they can enforce policies on who is allowed to lend and whether lenders can transfer portfolio LP tokens. Read more here on how PMs can set policies.
PMs can customize processes for due diligence and document sharing with lenders, whether using their own existing systems or getting help from TrueFi.

How do I become a Portfolio Manager on TrueFi?

New PMs must complete onboarding through TrueFi governance before launching a portfolio.