Finvex Acquires LuxHedge in UCITS Data Push

Aug 31 2015 | 4:40pm ET

Financial risk and data analysis company Finvex Group has acquired Luxembourg-based LuxHedge S.A., a provider of alternative UCITS funds data.

Terms of the deal were not announced. 

Finvex Group specializes in risk based investment solutions, advising institutional investors on optimal portfolio construction and balanced investing via risk technologies and frameworks. The firm also owns a successful range of sustainable index solutions used for public and private offers throughout Europe and Asia.

LuxHedge, meanwhile, is a specialist data provider on alternative investment strategies that are constructed within a UCITS framework. There are more than 1,200 alternative UCITS throughout the EU, all exhaustively tracked by LuxHedge.

The merger aims to design new optimal portfolios of UCITS-compliant alternative funds, according to a joint statement released by the two firms. 

"We believe the data and know-how of LuxHedge will allow us to further enhance our offering to investors", says Benedict Peeters, CEO of Finvex Group.

"LuxHedge information on true alternative UCITS funds is essential for our clients", added Christophe Pecoraro, partner and co-owner of Finvex Group, "in a market where a long bull run in fixed income and equities is likely to end."

"We are very pleased to become part of Finvex Group", adds Daniel Van Hove, CEO and founder of LuxHedge S.A. “This acquisition comes at the right time and will help combining strong analytical and proven investment management/advisory skills between both companies. 

“This synergy can only add value and better serve investment professionals and well-informed investors interested in this growing asset class,” Van Hove added. 

"Alternative UCITS funds aim at delivering returns in any market conditions while being more regulated, transparent and liquid than traditional hedge funds" says Alexandre Millet, Director at LuxHedge, "that makes those all-weather funds suitable for all investors."

Founded in 2009 by Benedict Peeters and Joakim Darras, Belguim-based Finvex is a partnership of financial investment experts with academic, investment banking and asset management backgrounds.

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