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

Barrier

Overcome What RIAs Say Is A Barrier To Investing Clients In Your Fund

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

Hedge Fund Launches Set To Accelerate in Second Half of 2024?

The talk of the town in alternative investment circles in the past week has certainly...
Family offices

The SPC Advantage: Streamlining Family Office Wealth Management

For family offices, navigating the complexities of wealth management across generations requires a robust and...
Data analytics

Tapping Into the Potential of Analytics Partnerships

Despite the proliferation of powerful data analytics and advanced portfolio tools, many investment firms still...
EU Marketing

Selling US Funds in the EU Is Not Nearly As Complicated as It Seems

There is common misconception among US and other non-EU investment managers that selling their funds...
Summer Countdown

How To Improve Your Fund’s Marketing By Summer’s End

For some decades, as Spring gets ready to turn to summer, I get calls from...
Accounting

What to Look for in an Outsourced Management Company Accounting Provider

The majority of investment managers in the US are actually small to medium sized companies...
NFL

Is Private Equity Interest in the NFL Really All About the Real Estate Play?

The talk of the town in private equity circles at the moment is the potential...
Cyber

Pitfalls in Cyber Insurance Coverage and How to Avoid Them

Cyber insurance serves as an effective safeguard against a cyber attack by providing time-critical resources...