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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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...
Has Your Fund Misallocated Its Content Marketing Budget?
Every money management firm, from the biggest to the just established smallest, has only limited...
Headwinds Facing Private Equity-Backed Healthcare Services Organizations: Strategic Solutions for Improving Exit Outcomes
Private equity (PE)-backed healthcare services organizations face a variety of complex challenges in today’s market...
Wire Fraud Prevention: The Fund Administrator’s Role and What to Expect
The hedge fund industry continues to face significant challenges in combating cybersecurity-related risks. Criminal actors...
Is Distressed Multifamily Investing the New Distressed Office Investing?
Towards the back end of last year, I found myself wondering on more than one...
Is Your Fund Management Strategy Unsustainable? Three Red Flags to Consider
Many new entrants to the fund management market risk being pushed out in the earliest...
Format Should Fit Function
When you’re tasked with creating print materials for presentations, one of the first decisions to...
Affordable Housing Investing Growth a Private Markets Good News Story
I heard a completely new term recently: ‘Boommates’. Apparently, it’s baby boomers who rent out...