Informa Enters Agreement to Buy Zephyr

Informa Investment Solutions (IIS), a supplier of software and solutions for the investment industry, said it has agreed to acquire Zephyr Associates Inc.

Zephyr, a developer of analytical software tools for investment professionals, offers products and services for selecting investment products and constructing portfolios

IIS offers a variety of investment content, wealth management analytics and reporting capabilities. The acquisition of Zephyr will expand IIS’ suite of integrated business intelligence and decision support solutions for investment and wealth management professionals. 

Lac Vuong, joint managing director of IIS, said combining the businesses would enable IIS to offer a broader set of solutions to clients and prospects. Of particular note, Vuong said, is “an extensive family of comparative market indices, much deeper and broader investment manager content, not to mention the market leading analytical software application.”

IIS has more than 2,000 clients, according to Leno Toich, the firm’s joint managing director. “The combination of Zephyr’s capabilities with IIS content and functionality will continue to advance our offerings and enable IIS to deliver enhanced products and services to better support our clients’ investment practice,” Toich said.

Zephyr’s chief executive, Will Clemens, cited the strong brand positions of both IIS and Zephyr. “In particular, Zephyr’s addition to the IIS family improves the functional footprint of the IIS suite, while the availability of IIS content will permit deeper analysis within the Zephyr toolkit,” Clemens said.

IIS is a division of Informa PLC. Zephyr will continue to operate as a business unit within IIS.