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

Deals

Being a Good Dealmaker

Ultimately, a great dealmaker is someone who is able to effectively negotiate and close deals...
Image

Persistent and Growing Challenges for Regulatory and Investor Reporting That Asset Managers Face Today

Given that both the breadth and depth of required regulatory reporting and investor disclosures continues...
Finance

A Difficult First Half in the Alternative Investment Industry but Green Shoots Remain

Overall, the general sentiment is becoming more positive, a welcome trend when compared to the...
Platform

Platform Models Can Be a Tailwind to Private Equity Asset Raising

Launching a new private equity fund via a platform provider isn't just about saving middle...
Sales

Roadblocks to Selling Success: Examples To Learn From

Is your communications sufficient for out-marketing the competition, or could it be a roadblock preventing...
Hedge Funds

Hedge Funds Need a Solid Second Half To Deliver Industry Asset Growth

Hedge fund redemptions in H1 2023 a setback despite generally positive performance...
Life Insurance

Addressing Tax-Efficiency through IDFs

How can tax-sensitive investors allocate in a more “tax savvy” fashion? One alternative is to...
Office building

Will US Commercial Real Estate Really Have a Hard Landing?

An explosion of negative news has emerged in recent months, predicting defaults on billions of...
Marketing

Who Will Be Telling And Selling Your Story?

If you, the fund manager, are going to be handling your own sales there is...