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Informa Investment Solutions acquires Zephyr Associates, Inc.


Informa Investment Solutions acquires Zephyr Associates

Acquisition to deliver broadened business intelligence solutions to the investment and wealth management communities.

WHITE PLAINS NY, October 2, 2012 – Informa Investment Solutions (IIS), a division of Informa plc (LSE: INF) and a leading supplier of software and solutions for the investment industry, today announced it has entered into a definitive agreement to acquire Zephyr Associates, Inc (Zephyr). Zephyr will continue to operate as a business unit within IIS.

Zephyr, a global leader in the development of analytical software tools, delivers products and services that help investment professionals make informed decisions about investment products and portfolio construction. IIS offers a variety of investment content, wealth management analytics and reporting capabilities. The acquisition of Zephyr will provide IIS with a more comprehensive suite of integrated business intelligence and decision support solutions for investment and wealth management professionals.

“We are delighted with this acquisition and welcome Zephyr and its associates to the Informa family,” said Lac Vuong, joint Managing Director of IIS. “The combination of our businesses will enable the new IIS to offer a more comprehensive set of solutions to our clients and prospects, including an extensive family of comparative market indices, much deeper and broader investment manager content, not to mention the market leading analytical software application.”

Leno Toich, joint Managing Director of IIS, added “We are very excited to be able to provide enhanced services and products to our growing family of over 2,000 clients. The combination of Zephyrs capabilities with IIS content and functionality will continue to advance our world class offerings and enable IIS to deliver enhanced products and services to better support our clients’ investment practice.”

“IIS and Zephyr enjoy strong brand positions that reflect decades of dedication to our domain and success in the delivery of high quality technology solutions. Combining the expertise and resources of these two companies will no doubt benefit our customers and employees,” stated Will Clemens, CEO of 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.”

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About Informa Investment Solutions (

Informa Investment Solutions, a subsidiary of Informa plc, is a leading provider of solutions and custom services to financial institutions and investment professionals. For over 30 years, Informa Investment Solutions has supplied valuable data and offered tailored performance measurement, wealth management tools, reporting, and communications solutions to brokerages, bank trusts, money management firms, investment consultancies, and pension plan sponsors. Our unique ability to create quality, customized products – along with our unrivaled capacity to supply valuable data and support services – makes us a consistent market leader throughout the investment community. More information can be found at:

About Zephyr Associates, Inc. (

Founded in 1994, Zephyr Associates is a global leader in the development of analytical software tools for the financial management industry. Zephyr is headquartered in Zephyr Cove, NV with additional offices in New York, NY and London, United Kingdom. Zephyr's software products are used by investment professionals throughout the world to analyze investment managers, mutual funds, financial markets, and investment portfolios. Products include StyleADVISOR, AllocationADVISOR and Zephyr OnDEMAND. More information can be found at:

PR_ZA_Acquisition_FINAL_10-09-2012.pdf141.4 KB

Informa Investment Solutions is part of the Business Intelligence Division of Informa PLC

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