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

Active vs Passive

Passive vs. Active Management: Evolving Models and Boutique Differentiation

The shift we’re seeing now isn’t about one camp winning over the other. It’s about...
Asset Raising

Hedge Fund Marketing & The Selling Cycle

Once prospective investors decide that a hedge fund’s performance and other data-based characteristics are within...
Operations

Why Smart Ops Leaders Stay Curious—Even When Everything Looks Fine

If everything looks calm right now, I hope it is. But in ops, quiet can...
Asia

Asian Middle Class to Become the World’s Dominant Economic Driver

Asian private credit presents significant growth potential arising from the imbalance between the growing demand...
Capital raising

How Fund Administrators Can Be a Capital Raising Ally

Institutional allocators are increasingly discerning, due diligence processes are more demanding, and investor expectations around...
Factors

Why Factor Awareness Is Simpler Than You Think

Managers who don’t track their factor loadings can’t see when their ideas start to concentrate...
Cayman and BVI

Considerations for U.S. Wealth Managers: Choosing Between BVI and Cayman for Pooled Investment Funds

Each jurisdiction offers tax neutrality, strong legal infrastructure, and access to experienced service providers. But...
Operations

You Think You’re Compliant—But Here’s Why That Might Be a Mirage

Separation of duties isn’t just best practice—it’s the foundation of operational integrity in financial firms...
Italy

Investing in Italy: Litigation

Investing in Italy: Litigation, delves into what investors such as private equity and venture capital...