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
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 Juggernaut Continues Apace
On November 7th, the US Federal Reserve cut the Federal Funds rate for the second...
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...
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...
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...
Private Equity Finally Gets the Interest Rate Decrease It Has Been Waiting For – but Will It Move the Needle?
On September 18th, you could almost feel the sense of relief (joy, even) in the...
Considerations for RIAs When Launching a Pooled Investment Fund
The increasing interest in alternative investments from registered investment adviser (RIA) clients in the U.S...
Recent Fines Illustrate Importance of Marketing Rule Compliance for Investment Managers
On September 9th, the SEC announced charges against nine investment managers for non-compliance with the...
What Is Good Performance?
Understanding performance in asset management goes beyond the superficial analysis of past returns. In an...