InfoVest Consulting
InfoVest Consulting is a South African firm specializing in investment data management, reporting, and compliance solutions for the asset management industry.
Profile
Provides software that helps investment firms manage regulatory paperwork and client reports.
InfoVest Consulting is a South African firm specializing in investment data management, reporting, and compliance solutions for the asset management industry. Founded in the early 1990s, the company has built a niche serving asset managers, multi-managers, and investment consultants with regulatory and analytics tools. While specific revenue figures are undisclosed, the firm claims over 1,000 institutional clients across 40 countries, suggesting mid-market scale.
Their solutions focus on streamlining workflows for regulatory reporting, investor communications, and portfolio analytics—particularly around ESG and performance attribution. Recent public activity includes guidance on UK Consumer Composite Investments (CCI) framework compliance and ESMA fund reporting changes. The company maintains a low public profile with minimal press coverage, typical for B2B financial infrastructure providers. Key personnel include Lewis Davison (VP of Product) and Jenny Donaldson (Senior Consultant), though leadership details beyond LinkedIn profiles are sparse.
Who buys this
- Asset managers needing compliance tools
- Multi-manager investment platforms
- Pension funds and institutional investors
- Investment consultants analyzing portfolio data
Strengths and what to watch
Strengths
- Deep specialization in investment industry compliance workflows
- Global client base across 40 regulatory jurisdictions
- Longevity in niche (30+ years operating)
Watch for
- Limited public financial disclosures or growth metrics
- Potential client concentration in South African market
- No visible funding rounds or acquisitions to scale capabilities
Recent moves
Key Information
- Founded
- 1990
Frequently Asked Questions
What does InfoVest Consulting do?
InfoVest Consulting provides software solutions for investment firms to manage regulatory paperwork, client reports, and portfolio analytics. They specialize in compliance workflows, ESG reporting, and performance attribution, serving asset managers and institutional investors globally.
Who are InfoVest Consulting's main clients?
InfoVest Consulting primarily serves asset managers, multi-manager investment platforms, pension funds, and investment consultants. Their solutions cater to firms needing compliance tools and portfolio data analysis, with a client base spanning 40 countries.
What are InfoVest Consulting's strengths?
InfoVest Consulting excels in investment industry compliance workflows, with over 30 years of experience. They boast a global client base across 40 regulatory jurisdictions, offering deep expertise in regulatory reporting and portfolio analytics.
What recent regulatory changes has InfoVest Consulting addressed?
InfoVest Consulting has recently provided guidance on UK Retail Disclosures and ESMA fund reporting changes. These updates help asset managers navigate evolving compliance requirements and streamline their reporting processes.
How long has InfoVest Consulting been in business?
InfoVest Consulting was founded in the early 1990s, giving them over 30 years of experience in investment data management and regulatory compliance solutions. Their longevity highlights their expertise in serving asset managers and institutional investors.
What tools does InfoVest Consulting offer for ESG reporting?
InfoVest Consulting provides tools for ESG reporting and performance attribution, helping investment firms streamline their workflows. Their solutions focus on compliance and analytics, ensuring accurate and efficient reporting for regulatory requirements.
Sources
- za.linkedin.com — Company focus on investment data management
- www.infovest.co.za — Client count and geographic reach claims
- www.confluence.com — Recent regulatory guidance publication
- www.confluence.com — ESMA reporting analysis