EPFR Sets Sights on Major Investment Program as Independent Business Entity
PR98124
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 (
https://c212.net/c/link/?t=0&l=en&o=3665110-1&h=2057110036&u=https%3A%2F%2Fmontagu.com%2F&a=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.
MEDIA CONTACT:
Zach Allegretti, JConnelly
+1 973-850-7341
zallegrettiII@jconnelly.com
SOURCE EPFR
本プレスリリースは発表元が入力した原稿をそのまま掲載しております。また、プレスリリースへのお問い合わせは発表元に直接お願いいたします。