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Informa Investment Solutions, Inc. (IIS) today announced it has entered into a definitive agreement to acquire Investment Scorecard, Inc. Investment Scorecard will continue to operate as a business unit within IIS. Subject to customary closing conditions and regulatory approvals, the acquisition is expected to close in April 2007.
Investment Scorecard is one of the nation’s leading service providers of fully outsourced, integrated client reporting and wealth analytics solutions for the wealth management industry. IIS already offers a variety of wealth management analytics and reporting capabilities. The acquisition of Investment Scorecard will immediately provide IIS with a more comprehensive suite of integrated business intelligence and decision support solutions for investment and wealth management professionals.
“We are delighted about this acquisition and welcome Investment Scorecard to the Informa family,” said Lac Vuong, joint Managing Director of IIS. “In addition to creating an expanded performance measurement and client reporting offering for IIS, this acquisition will offer many powerful components that we can incorporate with our legacy products to launch additional value added solutions to service the investment community.”
Leno Toich, joint Managing Director of IIS, added “The combination of our businesses will enable the new IIS to offer many more solutions to our clients and prospects, including an extensive list of custodian data feeds, automated reconciliation services, a scalable turnkey performance measurement and client reporting service, as well as powerful compliance and insurance evaluation tools. Moreover, we are very excited to be able to provide enhanced services to our growing family of over 1,400 clients”.
“By joining the people, processes and technology of these two market-leading organizations, we will deliver further differentiation and advantage, as well as increased value to our existing and future clients,” said Investment Scorecard Chairman and CEO Joe Maxwell. “We share Informa’s vision of creating holistic wealth management reporting and analytics solutions and look forward to playing a role in advancing that strategy. Additionally, Informa’s strong financial position will accelerate our ability to secure large contracts with leading wealth management, financial institution and brokerage clients across the United States.”
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