Blog

Welcome to EFSI’s Blog!

Each month, we post something that we hope will be useful and interesting to our clients and potential clients.

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Blog

Capital raising

How Fund Administrators Can Be a Capital Raising Ally

Institutional allocators are increasingly discerning, due diligence processes are more demanding, and investor expectations around...
Factors

Why Factor Awareness Is Simpler Than You Think

Managers who don’t track their factor loadings can’t see when their ideas start to concentrate...
Cayman and BVI

Considerations for U.S. Wealth Managers: Choosing Between BVI and Cayman for Pooled Investment Funds

Each jurisdiction offers tax neutrality, strong legal infrastructure, and access to experienced service providers. But...
Operations

You Think You’re Compliant—But Here’s Why That Might Be a Mirage

Separation of duties isn’t just best practice—it’s the foundation of operational integrity in financial firms...
Italy

Investing in Italy: Litigation

Investing in Italy: Litigation, delves into what investors such as private equity and venture capital...
Tariffs

How Tariffs Affect the Healthcare Industry: An Overview

Higher tariffs on healthcare goods could translate into increased costs for hospitals, healthcare providers, and...
Portfolio

Portfolio Risk Management As A Branding Opportunity

Sophisticated investors expect to receive communications from a hedge fund that presents and explains how...
Networking

Cocktail Hour Conversation Dominated by Geopolitics – but Hopefully Not for Much Longer

Hopefully, the tariffs situation will calm down over the summer and the conversation at events...
Real estate

When Will Commercial Real Estate Investors Catch a Break?

Ultimately, tariffs underscore the importance of active risk management and scenario analysis in real estate...