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

Connections

The Value of In-Person Connections Is Not Only Relevant for Managers and Investors

Many of you reading this article on or around its publishing date will no doubt...
Launching a fund

Wealth Managers Look to Direct Investing Opportunities as Differentiation Benefit

It’s that time of year again when the great and the good of the alternative...
Data analytics

Positioning Your Boutique Fund to Investors

Being a boutique fund manager in a market dominated by mega-managers and passive strategies might...
EFSI

Marketing Your Fund To And Through Consultants And Gatekeepers

It is often said that ‘soft’ manager qualities are frequently what separates a fund from...
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...