Kepler Cheuvreux Becomes Majority Shareholder of Trackinsight, the Global ETF Selection and Analysis Platform

Paris, 17 September 2024 

Kepler Cheuvreux, a leading independent European financial services company, is pleased to announce that it has become the majority shareholder of Trackinsight, the global reference platform for ETF selection and analysis. With this transaction, Kepler Cheuvreux reaffirms its commitment to becoming the undisputed leader in the ETF sector by offering advanced services to professional investors, advisors, institutions, and issuers.

This strategic investment also strengthens Kepler Cheuvreux's position in technological solutions, offering comprehensive and innovative solutions to meet the evolving needs of its clients.

The growth of ETFs has been one of the most disruptive trends in the asset management sector over the past 20 years. Since 2010, ETFs have grown at an annual rate of 15%, nearly three times faster than traditional mutual funds.

A unique position in the ETF ecosystem

This acquisition will provide professionals with ETF selection tools based on high-quality data, cutting-edge analyses for manager and fund selection, and innovative portfolio construction tools. Through this transaction, Kepler Cheuvreux will have an unparalleled presence in the ETF universe, ranging from the most comprehensive data platform, backed by recognised quantitative expertise in manager and fund selection, to transaction execution with a high-level trading infrastructure. The group thus reaffirms its commitment to becoming the undisputed leader in the ETF sector by offering comprehensive and cutting-edge solutions to meet the evolving needs of its clients.

A collaboration to maximise innovation

This transaction is being realised through a majority stake acquisition while maintaining the Trackinsight brand, which will continue to operate independently, retaining its current expert teams. A close collaboration between the two entities will be established to maximise innovation and service quality for the clients of both parties.

"We are delighted to join forces with a leading partner like Kepler Cheuvreux to embark on the next stage of our development. Technology and innovation in the service of clients are at the heart of our daily concerns," said Philippe MALAISE, CEO and Chairman of Trackinsight.

"Kepler Cheuvreux was already the leading independent European ETF execution provider; we aim to go even further by supporting our clients across the entire value chain, from selection to transaction. This acquisition strengthens Kepler Cheuvreux's position as a key player in financial services," added Jean-Pierre ANÉ, Deputy CEO, In charge of Business Development at Kepler Cheuvreux.

About Kepler Cheuvreux

Kepler Cheuvreux is a leading independent European financial services company that specialises in Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance, and Asset Management.

The group employs around 600 people and is present in 14 major financial centres in Europe, the US and the Middle East: Amsterdam, Brussels, Dubai (DIFC), Frankfurt, Geneva, London, Madrid, Milan, New York, Oslo, Paris, Stockholm, Vienna, and Zurich.

Group key figures:

• 1st independent European equity broker.
• +EUR1.5bn of equities traded on average daily.
• 1st Equity Research coverage in Continental Europe.
• 1st Country Broker and Research (Extel 2024).
• 14 major financial centres in Europe, the US and the Middle East.
• 600 employees.
• 1,300 institutional clients

About Trackinsight

Founded in 2016, Trackinsight is an independent company providing high-value data and services focused on ETFs. The company stands out for:

• A proprietary ETF database, renowned for its depth and quality, in direct connection with issuers,
• Services supporting the analysis and selection of ETFs for institutional investors, as well as assisting in the creation and optimisation of ETF portfolios,
• A network of satellite websites developed in partnership with major stock exchanges and financial media, catering to the professional ETF investor community.

The Trackinsight team consists of 30 staff members based in Europe and North America, remaining attuned to the needs of international clients and continuously adapting to a fast-evolving market, whose assets now exceed $12 trillion.

Key figures as of September 2024:

• Over 11,000 ETFs analysed
• 99.8% coverage of the ETF market in Europe and North America
• 30 staff members
• 50 institutional clients, including two of the world's largest private banks

Press contact

Romain TURQUEM - +33 (0) 1 70 39 7484 / rturquem@keplercheuvreux.com - media@keplercheuvreux.com