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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Record Hedge Fund Inflows: Institutions Are Hungry, Be Prepared
Investors are looking for managers who explain results, risks, and strategy shifts with precision...
The One Big Beautiful Bill: Medicaid Cuts and Healthcare Investment Implications
The One Big Beautiful Bill is a turning point that disrupts legacy models while accelerating...
Marketing Your Fund To Independent RIA Firms
Independent, fee-only financial planning/investment advisory wealth management firms that serve high net worth investors are...
Scaling New Heights: How Assistants Empower Fund Managers
As the financial industry continues to evolve, the role of virtual assistants will become increasingly...
What Is an OCIO and Why More Institutions Are Turning to This Model
The OCIO model isn’t a one-size-fits-all solution, but for many institutions, it offers a practical...
Half-Year Thoughts: A Promising First Six Months for Hedge Funds
Hedge fund industry makes solid gains to begin 2025...
The Case for Alternative Investments in Wealth Management
Incorporating alternative investments means that wealth managers will be able to grow their businesses by...
Why Healthcare is Recession Proof
Healthcare’s recession-resistant properties will likely remain a valuable characteristic for both the stability of investment...
Stop Leaving Money on the Table: Human Capital Is the PE Value Lever You’re Ignoring
Private equity is obsessed with numbers—yet the industry’s most powerful lever for value creation is...