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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Blog

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...
Analysis

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 Advance

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...
Asset Managers

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...