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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Tapping Into the Potential of Analytics Partnerships
Despite the proliferation of powerful data analytics and advanced portfolio tools, many investment firms still...
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...
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...
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...
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...
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...
What This Family Office Survey Means for Your Fund’s Marketing
Fidelity Investments produces a bi-annual investment survey of family offices about how they are investing...
Merchant Cash Advances Strategies a Growing Corner of US Private Credit Market
Private credit strategies have been the growth story in the private markets in the past...
The Series LLC: A Boon for Asset Management Firms
It’s been a while since I’ve written about the Series LLC structure – back in...