Icap invests in portfolio reporting and data analytics firm EFM

Interdealer broker Icap has made a strategic investment in Enso Financial Management (EFM), an early-stage provider of portfolio reporting and data analytics services to hedge funds and asset managers.

  1 Be the first to comment

Icap invests in portfolio reporting and data analytics firm EFM

Editorial

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community.

Financial terms of the investment - made through Icap's fintech incubation vehicle, Euclid Opportunities - were not revealed. Steve Gibson, Euclid Opportunities MD, will join the EFM board.

New York-based EFM reports on more than $100 billion in global assets under management, offering a suite of tools designed to put multi-prime hedge funds and asset managers in a better position to monitor both structural and variable costs while strengthening broker relationships.

The firm claims that demand for its services has increased significantly as buy side firms using multiple prime brokers, custodians and swap dealers increasingly require flexible reporting and analytics platforms. It will now use the Icap funding for product innovation and to expand geographically.

Mark Beeston, CEO, portfolio risk services, Icap, says: "EFM have clearly demonstrated their advanced portfolio analytics deliver the transparency and operational insight increasingly required by buy side participants. EFM's technology is a strong fit for ICAP and will complement our suite of services to help our customers drive the efficiencies demanded in today's trading environment."

Sponsored [Impact Study] 2024 Fraud Trends in Banking, Insurance, and Beyond

Comments: (0)

[On-Demand Webinar] Solving the KYC challenge with end-to-end processesFinextra Promoted[On-Demand Webinar] Solving the KYC challenge with end-to-end processes