EPFR Sets Sights on Major Investment Program as Independent Business Entity




BOSTON, Oct. 3, 2022 /PRNewswire=KYODO JBN/ --


- The preeminent financial data provider has partnered with leading private

equity firm Montagu to fast-track expansion of data assets, analytic tools, and

global market coverage


Emerging Portfolio Fund Research (EPFR) (


), the industry leader in providing fund flows and asset allocation data to

financial institutions across the globe, announces its divestment from Informa

and operation as an independent entity following investment by leading private

equity firm Montagu (




Logo - https://mma.prnewswire.com/media/1032624/EPFR_Logo.jpg


With this partnership, EPFR will leverage its core competencies to develop new,

specialized datasets that unlock previously untapped insights for buy-side and

sell-side investors across the US, EMEA, and APAC regions. In addition to

cultivating new data sets and more granular insights that help identify timely

investment trends, EPFR will innovate a toolkit of analytics, visualizations,

and factors to streamline investor workflows.


"We are thrilled to embark upon this next phase of our evolution as a

stand-alone entity," said Todd Willits, CEO of EPFR. "Montagu has an

established track record of supporting the rapid expansion of highly

specialized firms with niche, high-value offerings like ours, and this

partnership highlights the unique position we occupy in the market as a premier

data and insights provider. With Montagu's support, we will have greater

autonomy and a new platform to pursue ambitious growth plans on behalf of our

global clients and investors."


"EPFR exhibits many of the hallmarks of a Montagu investment, a market leader

with a track-record of robust growth and strong client relationships. We are

excited to partner with the EPFR team and fulfill the company's growth

potential," said Montagu Director, Pascal Ambrosi.


The new partnership sees EPFR continue to provide solutions, including its

flagship macro-level Fund Flows and Allocations (


) datasets, unique FX Allocations, Hedge Fund Flows offerings, Money Market

Fund and Private Placement data. EPFR also provides investors with

security-level insights through its China Share Class Allocations (


), Stock Barometer (


), and Fixed Income Flows and Holdings (


) datasets.


About EPFR:


EPFR provides fund flows and asset allocation data to financial institutions

around the world. Tracking over 145,500 traditional and alternative funds

domiciled globally with more than $50 trillion in total assets, we deliver a

complete picture of institutional and retail investor flows as well as fund

manager allocations driving global markets. Our market moving data services

include daily, weekly, and monthly equity in addition to fixed income fund

flows and monthly fund allocations by country, sector, and industry. For more

information, please visit https://financialintelligence.informa.com/epfr.


About Montagu:


Montagu is a leading mid-market private equity firm, committed to finding and

growing businesses that make the world work. With deep experience in healthcare

and the tech-enablement of essential businesses, Montagu brings proven growth

capabilities to help companies achieve their ambitions and unlock the full

potential of their business. Montagu is committed to the mid-market, with a

specialism in carve-out transactions and other first-time buyout investments.

ESG forms an integral part of its strategy, and its commitment to sustainable

investment is fully integrated into its investment and value-creation process.

Montagu partners with companies with enterprise values between EURO150 million

and EURO2 billion and has EURO10bn assets under management.


For additional information on Montagu, visit www.montagu.com.



Zach Allegretti, JConnelly

+1 973-850-7341