Half-Year Thoughts: A Promising First Six Months for Hedge Funds
Hedge fund industry makes solid gains to begin 2025
Category: Blog
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…
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…
Hedge Fund Marketing & The Selling Cycle
Once prospective investors decide that a hedge fund’s performance and other data-based characteristics are within…
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…
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…
How Fund Administrators Can Be a Capital Raising Ally
Institutional allocators are increasingly discerning, due diligence processes are more demanding, and investor expectations around…
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
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…
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
Investing in Italy: Litigation
Investing in Italy: Litigation, delves into what investors such as private equity and venture capital…
How Tariffs Affect the Healthcare Industry: An Overview
Higher tariffs on healthcare goods could translate into increased costs for hospitals, healthcare providers, and…
Portfolio Risk Management As A Branding Opportunity
Sophisticated investors expect to receive communications from a hedge fund that presents and explains how…
Cocktail Hour Conversation Dominated by Geopolitics – but Hopefully Not for Much Longer
Hopefully, the tariffs situation will calm down over the summer and the conversation at events…
When Will Commercial Real Estate Investors Catch a Break?
Ultimately, tariffs underscore the importance of active risk management and scenario analysis in real estate…
Investing in Italy: Intellectual Property
Investing in Italy: Intellectual Property, delves into what investors such as private equity and venture…
Talking to Family Offices vs. Institutional Investors
Emerging managers often chase both family offices and institutional investors, wanting to maximize interest without…
What Family Office Investors Want You To Communicate At The Initial Due Diligence Meeting
Is your hedge fund making the most of its initial in-person meetings with family office…
What I Learned About Puerto Rico’s Fast-Growing Alternative Investment Market
Puerto Rico may not have the deep institutional pockets of larger markets (yet), but it…
How Strong Middle and Back Office Operations Set Private Fund Managers Apart During Tax Season
In an era where regulatory expectations are rising and investor due diligence is more demanding…
Cold Breath Society: A Veteran-Led, Mission-Driven Venture in Holistic Wellness
Cold Breath Society is a technology-forward, cohort-based wellness platform built on discipline, accountability, and behavioral…
Messaging Compliance is a Mess— and Fund Managers should be Paying Attention
Since 2021, regulators have dropped over $2 billion in fines on firms for failing to…
Three Strategies to Complement 60/40 Portfolios with Smarter Diversification
Portfolio diversification remains one of the most effective ways to protect capital and enhance long…
Investing in Italy: Labour and Employment
Investing in Italy: Labour and Employment, delves into what investors such as private equity and…
When You’re the PM and the Risk Officer
There are ways to structure risk management that are realistic for lean teams and don’t…
Innovative Thought Leadership And A Self-Examination Of Your Fund
Investment consultant gate keepers want the portfolio managers that make their recommended lists to be…
Beneficial Ownership Reporting Cancelled, Bringing Regulatory Relief for Alternative Investment Fund Managers
While the CTA’s limited scope could tilt the playing field slightly in favor of U.S.…
Retail Investing in Private Equity: A Growing Opportunity or a Misunderstood Market?
While challenges remain, the retail segment could certainly provide many private equity firms with an…
A Unique Capital Landscape: Why Caribbean Investors Are Different
Most capital-raising efforts focus on institutional investors—pension funds, endowments, and sovereign wealth funds. But what…
The Allure and Reality of Alternative Data
The edge in investing isn’t found in accumulating more data, but in asking better questions…
Investing in Italy: Commercial Contracts
Foreign companies wishing to enter the Italian market to sell their products and services may…
Hedge Fund Marketing Implications In Times Of Growing Non-Company-Specific Risk
Successful capital raising has always required having more than just performance that is within the…
Why an Independent Sponsor Should Use a Fund Administrator
Using a fund administrator can be beneficial for independent sponsors for several reasons
Understanding Key Person Risk in the US Alternative Investment Industry
Investors consider several scenarios that can give rise to key person risk when conducting their…
The Institutionalization of Crypto and What That Means for Fund Managers
For years, digital assets occupied a gray area in institutional investing. Even those with exposure…
Investing in Italy: The Corporate Landscape
In recent years the Italian Government has undertaken additional economic and legal reforms in a…
Are You Helping Hedge Fund Investors Understand & Remember Your Fund?
Many hedge funds are revealing too little about themselves. This is a complaint that has…
The Value of In-Person Connections Is Not Only Relevant for Managers and Investors
Many of you reading this article on or around its publishing date will no doubt…
Wealth Managers Look to Direct Investing Opportunities as Differentiation Benefit
It’s that time of year again when the great and the good of the alternative…
Positioning Your Boutique Fund to Investors
Being a boutique fund manager in a market dominated by mega-managers and passive strategies might…
Marketing Your Fund To And Through Consultants And Gatekeepers
It is often said that ‘soft’ manager qualities are frequently what separates a fund from…
Why Everyone’s Talking About PPVAs and PPLI
I’m just back from Miami, where EFSI sponsored two events – Fundviews Capital’s Alternative Investments…
When Is an Emerging Manager an Established One?
The US holiday season is now in full swing, which, for those in the alternative…
What Allocators Want: Attribution Analysis in Fundraising
Explaining performance drivers is fundamental to a fund manager’s investor narrative. While returns, volatility, and…
Giving Your Hedge Fund A Year-End Communications Marketing Checkup
Delivering investments leadership in a difficult to differentiate environment is one of the success factors…
The Power of Tech: Why Your Fund Administrator Needs to Innovate
In today’s fast-paced private funds landscape, technology is no longer a luxury but a necessity.…
Private Debt Juggernaut Continues Apace
On November 7th, the US Federal Reserve cut the Federal Funds rate for the second…
Non-Profit Q&A: Suzanne Currie, The Duke of Edinburgh’s International Award
EFSI has long been a supporter of charities and non-profits that help children, both in…
Emerging Talent, Fiduciary Standards, and the Future of Institutional Investing
The size of an investment manager’s assets under management is often seen as shorthand for…
Have You Given RIAs A Barrier To Investing Their Clients In Your Fund?
When investment boutiques running alternative investment strategies look to expand their client base and grow…
Private Equity Finally Gets the Interest Rate Decrease It Has Been Waiting For – but Will It Move the Needle?
On September 18th, you could almost feel the sense of relief (joy, even) in the…
Considerations for RIAs When Launching a Pooled Investment Fund
The increasing interest in alternative investments from registered investment adviser (RIA) clients in the U.S.…
Recent Fines Illustrate Importance of Marketing Rule Compliance for Investment Managers
On September 9th, the SEC announced charges against nine investment managers for non-compliance with the…
What Is Good Performance?
Understanding performance in asset management goes beyond the superficial analysis of past returns. In an…