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. Follow us on LinkedIn to get notified when we post something new

Blog

Life Insurance

Why Everyone’s Talking About PPVAs and PPLI

I’m just back from Miami, where EFSI sponsored two events – Fundviews Capital’s Alternative Investments...
Emerging manager

When Is an Emerging Manager an Established One?

The US holiday season is now in full swing, which, for those in the alternative...
Performance attribution

What Allocators Want: Attribution Analysis in Fundraising

Explaining performance drivers is fundamental to a fund manager’s investor narrative. While returns, volatility, and...
Year end check up

Giving Your Hedge Fund A Year-End Communications Marketing Checkup

Delivering investments leadership in a difficult to differentiate environment is one of the success factors...
Tech innovation

The Power of Tech: Why Your Fund Administrator Needs to Innovate

In today’s fast-paced private funds landscape, technology is no longer a luxury but a necessity...
Private Debt

Private Debt Juggernaut Continues Apace

On November 7th, the US Federal Reserve cut the Federal Funds rate for the second...
DOEA

Non-Profit Q&A: Suzanne Currie, The Duke of Edinburgh’s International Award

EFSI has long been a supporter of charities and non-profits that help children, both in...
Investing

Emerging Talent, Fiduciary Standards, and the Future of Institutional Investing

The size of an investment manager’s assets under management is often seen as shorthand for...
Wealth Managers

Have You Given RIAs A Barrier To Investing Their Clients In Your Fund?

When investment boutiques running alternative investment strategies look to expand their client base and grow...