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Wednesday, March 21, 2007

Informa Checks Off Scorecard

News summary by MFWire's editors

Informa Investment Solutions is set to aquire Investment Scorecard. Precluding any unforseen pitfalls the aqusition will close in April of this year. What can Scorecard do for Informa? In addition to creating an expanded performance measurement and client reporting offering for IIS, they will offer many powerful components that can be incorporated with legacy products to launch additional value added solutions. -ed.


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.”

About Informa Investment Solutions

Headquartered in White Plains (NY), Informa Investment Solutions has been providing a broad array of products and services to thousands of investment and wealth management professionals for over 30 years. The company’s products include investment manager search and evaluation databases and systems, performance measurement and client reporting applications and services, and enterprise solutions to assist investment professionals in financial planning, managing assets and communicating with clients.

Informa Investment Solutions, a wholly-owned subsidiary of Informa Financial Information, operates from several offices nationwide, including White Plains, New York and Durham, North Carolina.

For more information regarding Informa Investment Solutions, please visit HYPERLINK "http://www.informais.com" www.informais.com.

About Investment Scorecard

Investment Scorecard, Inc. delivers an integrated suite of performance measurement, wealth analytics, policy monitoring and independent client reporting solutions to wealth management firms. Founded in 1995, the company provides its clients with solutions that help build client relationships, meet regulatory compliance requirements and manage their business more effectively. Headquartered in Nashville, Tennessee, the company serves more than 720 financial institutions across the United States.

For more information on Investment Scorecard, please visit HYPERLINK "http://www.investmentscorecard.com" www.investmentscorecard.com.  

Edited by: Erin Kello


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