As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, ow ... (view full description)

As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, owners, developers and investors. Our clients turn to us for a broad range of sophisticated financial skill sets and precise, closely coordinated teamwork. Our real estate professionals are comprised of thought leaders who understand the broadest range of accounting, tax and business issues across all sectors of the commercial real estate industry. The Firm, with origins dating back to 1919, has more than 2,800 employees including nearly 300 partners and is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com
BMO Capital Markets is a leading, full-service North American financial services provider operating in 16 North American offices and 29 worldwide, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services. BMO Capital Markets is a member of BMO Financial Group (TSX:BMO)(NYSE:BMO), one of the largest diversified financial services providers in North America.
Juniper Square is a modern, all-in-one investment management software system that enables more productive fundraising, saves managers time, and produces an unparalleled reporting experience for investors. Designed specifically for the real estate industry, Juniper Square helps nearly 100 clients manage more than 40,000 investment positions and $75B+ in capital.
Toronto Stock Exchange (TSX) is Canada's oldest and largest public equity market, with more than 160 years of experience. Companies listed on TSX include a broad range of companies from Canada, North America and around the world across a diverse array of industry sectors. Approximately 1,500 companies are listed on the Exchange, with a total market capitalization of $2.7 trillion (as at December 31, 2016).
Assess+RE (www.assessre.com) enables a new level of efficiency and transparency in Commercial Real Estate (CRE) property level valuation with a cloud-based platform that seamlessly integrates property level valuation, portfolio aggregation and data for a faster, better, easier way to underwrite commercial real estate deals. With Assess+RE, all stakeholders within a commercial real estate transaction can significantly reduce the cost, resources and time it takes, to a fraction of what the underwr ... (view full description)

Assess+RE (www.assessre.com) enables a new level of efficiency and transparency in Commercial Real Estate (CRE) property level valuation with a cloud-based platform that seamlessly integrates property level valuation, portfolio aggregation and data for a faster, better, easier way to underwrite commercial real estate deals. With Assess+RE, all stakeholders within a commercial real estate transaction can significantly reduce the cost, resources and time it takes, to a fraction of what the underwriting and deal valuation process previously required. Built by industry experts from Columbia University’s real estate finance program, Assess+RE is democratizing and giving transparency to CRE underwriting with a user-friendly platform that enables everyone in the value chain to make collaborative, fully-informed decisions. Assess+RE is headquartered in NYC, with regional offices in San Francisco and Los Angeles.
About Relevant Since launching Relevant EquityWorks, our focus has been two fold: Help end users to streamline their workdays Deliver transparency to private funds everywhere We're software geeks dedicated to simple, secure and stable solutions. Whether it's through applicationsdesigned just for Private Fund professionals or a platform for the entire firm, we can make your data more organized, accessible, and transparent. Si ... (view full description)

About Relevant Since launching Relevant EquityWorks, our focus has been two fold: Help end users to streamline their workdays Deliver transparency to private funds everywhere
We're software geeks dedicated to simple, secure and stable solutions.
Whether it's through applicationsdesigned just for Private Fund professionals or a platform for the entire firm, we can make your data more organized, accessible, and transparent.
Sign-up for a demo. We would love to show you why top fund managers scale with confidence using Relevant EquityWorks.
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information on our national real estate industry practic ... (view full description)

RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information on our national real estate industry practice, visit http://www.rsmus.com/realestate.
Asset and Property Management Software by Yardi Systems For more than 28 years, Yardi Systems has been solely committed to the design, development, and support of real estate investment management and property management software. Recognized as an industry leader, Yardi continues to develop and deliver software and services with the highest dedication to responsiveness, quality, innovation, and customer focus. Our full business solution operates on a centralized database, delivering integrated i ... (view full description)

Asset and Property Management Software by Yardi Systems For more than 28 years, Yardi Systems has been solely committed to the design, development, and support of real estate investment management and property management software. Recognized as an industry leader, Yardi continues to develop and deliver software and services with the highest dedication to responsiveness, quality, innovation, and customer focus.
Our full business solution operates on a centralized database, delivering integrated investment management, property management and accounting software that enables managers, owners and investors to execute business with efficiency and ease.
Atlantic Pacific Group is a national executive search and recruitment consulting firm. Our customers range from small entrepreneurial start ups to Fortune 100 organizations. Our network of shared services professionals, to include HR, Accounting, IT and Legal is extensive. We utilize every resource available to identify and help our clients select the best fit for their organization. Linda Blakemore began her career in the staffing industry in San Diego more than 25 years ago. For the first twe ... (view full description)

Atlantic Pacific Group is a national executive search and recruitment consulting firm. Our customers range from small entrepreneurial start ups to Fortune 100 organizations. Our network of shared services professionals, to include HR, Accounting, IT and Legal is extensive. We utilize every resource available to identify and help our clients select the best fit for their organization.
Linda Blakemore began her career in the staffing industry in San Diego more than 25 years ago. For the first twelve years of her career she worked in both boutique and national staffing firms with a strong history of success in developing long term relationships with her customers. In 1998, Linda made the decision to leave the leadership role she was in and return to the core of her success, working closely with clients and developing staffing solutions for her customers that result in long term customer loyalty. Over the course of the last 15 years, Linda and her team have been responsible for recruiting over 1000 key positions on behalf of their key accounts. Hard to fill positions are the firms specialty.
Bedford is an independent professional services firm specializing in cost segregation and innovative tax and energy solutions for the commercial real estate industry. We are not an affiliate or subsidiary of an accounting firm and are committed to working closely with CPAs, property owners and trusted advisors to provide high quality “tax-centric” solutions. Having conducted over 10,500 studies nationwide since our inception in 2002, we have had the privilege of assisting hundr ... (view full description)

Bedford is an independent professional services firm specializing in cost segregation and innovative tax and energy solutions for the commercial real estate industry. We are not an affiliate or subsidiary of an accounting firm and are committed to working closely with CPAs, property owners and trusted advisors to provide high quality “tax-centric” solutions.
Having conducted over 10,500 studies nationwide since our inception in 2002, we have had the privilege of assisting hundreds of clients with cost segregation and many other valuable solutions. Our project experience includes engagements on properties ranging from $350,000 to $1.4 billion, leasehold improvement projects less than 3,000 square feet to buildings in excess of 2 million square feet and everything from simple self-storage facilities to highly complex manufacturing plants.
Our technical staff is comprised of professional engineers (P.E.s), multidisciplinary engineers, architects and construction professionals. Each has at least a four year related technical degree with many holding advanced degrees. The Bedford team is highly qualified and relies on a true engineering-based methodology.
Our tax team consists of seasoned professionals, who are well versed in the various aspects of tax law pertaining to depreciation, capitalization and expense provisions.
Committed to ExcellenceBedford is committed to best practices. We enforce a very rigid quality control process which includes a senior technical and tax review to ensure accuracy. The outcome is a highly detailed cost segregation study of the finest quality; a study that provides maximum benefits and is truly defensible if ever called under IRS scrutiny. In the unlikely event of an IRS examination we provide free audit support.
Some of our key commitments include:
Integrity Outstanding Service On Time Delivery Highly Qualified Professionals Industry Involvement & Advancement Happy ClientsWe know that our credibility and your trust are on the line with each engagement and we eagerly take on this responsibility with a firm commitment to your complete satisfaction. While Bedford is not always the “low-cost” provider, we always offer the highest value. This unwavering commitment is the key to our success, but don’t just take our word for it, take a look at what our clients are saying.
Based in Sausalito, CA, CleanFund Commercial PACE Capital is the leading provider of long-term financing for energy efficiency, water conservation, renewable energy and seismic improvements for commercial, multifamily and other nonresidential properties in the U.S. CleanFund has the largest dedicated commercial PACE team in the industry with significant expertise in commercial real estate, finance, renewable energy and PACE policy. CleanFund provides capital for Property Assessed Clean Energy, a ... (view full description)

Based in Sausalito, CA, CleanFund Commercial PACE Capital is the leading provider of long-term financing for energy efficiency, water conservation, renewable energy and seismic improvements for commercial, multifamily and other nonresidential properties in the U.S.
CleanFund has the largest dedicated commercial PACE team in the industry with significant expertise in commercial real estate, finance, renewable energy and PACE policy. CleanFund provides capital for Property Assessed Clean Energy, a financing structure adopted in 33 states and the District of Columbia that allows property owners to repay investments for building upgrades and new construction on their property tax bills.
PACEDirect™ financing enables commercial property owners to install modern energy and water technology with no up-front cost, increasing property cash flows and value.
SolarPACE™ financing enables commercial property owners to achieve immediate positive cash flow, with a financing term of up to 30 years to match the expected life of solar PV systems.
We are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communications, and other diversified financial and governance services. The world's leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.
Gen II has unparalleled expertise of more than 25 years in administering private real estate funds. We work with our clients from launch through the full lifecycle of their investment vehicles and administer the most highly complex funds, joint ventures and co-investments. Recognizing that real estate funds are unique to each sponsor, we tailor our service plan to your specific needs. We utilize state-of-the-art technology that provides transparency of all fund and investor information to o ... (view full description)

Gen II has unparalleled expertise of more than 25 years in administering private real estate funds. We work with our clients from launch through the full lifecycle of their investment vehicles and administer the most highly complex funds, joint ventures and co-investments. Recognizing that real estate funds are unique to each sponsor, we tailor our service plan to your specific needs. We utilize state-of-the-art technology that provides transparency of all fund and investor information to our clients 24/7/365.
We provide private real estate clients with a fully customizable program which includes: A dedicated and experienced support team, acting as an extension of your organization Fund Launch Consultation and Guidance Complete Fund Accounting and Administration Joint Venture, SPV and Co-Investment Partnership Administration Debt Covenant Calculations and Compliance Reporting Comprehensive Financial and Investor Reporting (including NCREIF reporting standards) Regulatory and Compliance Support including Form PF, AML/KYC and FATCA assistanceFor more details and to discuss a tailored program for your firm, please contact us.
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics. For more information, please visit http://www.imscre.co ... (view full description)

Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.
For more information, please visit http://www.imscre.com.
Lombard International has been partnering with the advisors of high net worth individuals and institutions for over 25 years. Together we seek to create a secure future for our clients addressing their complex financial needs on a global basis. As a result, we are recognized as thought leaders in global wealth structuring using life insurance.
Founded in 1971, MRI Software provides innovative applications and hosted solutions that free real estate companies to elevate their business. Our comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses—from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting cl ... (view full description)

Founded in 1971, MRI Software provides innovative applications and hosted solutions that free real estate companies to elevate their business. Our comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses—from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets.
A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI liberates real estate organizations to elevate their business and gain a competitive edge.
Based outside Cleveland, Ohio, MRI Software is a global company with offices in the United States, Canada, Australia, Hong Kong, Singapore, and the United Kingdom. While technology has changed over the years, we pride ourselves on staying true to the original vision as set forth by our founders, Fred and Sid Goodman.
Real estate investment firms are faced with a number of key business challenges. Investors demanding transparency, increasing complexity of business partnerships, and fragmentation of key information are just the tip of the iceberg. As a result, investment firms have added staff as AUM has increased. In fact, many organizations have seen parallel growth in head count and AUM. We know there is a better way to operate the business. Pereview is a cloud-based platform built specifically ... (view full description)

Real estate investment firms are faced with a number of key business challenges. Investors demanding transparency, increasing complexity of business partnerships, and fragmentation of key information are just the tip of the iceberg. As a result, investment firms have added staff as AUM has increased. In fact, many organizations have seen parallel growth in head count and AUM.
We know there is a better way to operate the business.
Pereview is a cloud-based platform built specifically for the real estate investment professional that enables firms to increase operational efficiency, reduce reputational risk, and automate core manual processes. Pereview is the only software solution which covers the ‘Life of the Asset’ including acquisitions, underwriting, financing, closing, asset management, fund management, and dispositions.
RealPage is a leading global provider of software and data analytics to the real estate industry. Clients use our platform to improve operating performance and increase capital returns. Founded in 1998 and headquartered in Richardson, Texas, RealPage currently serves nearly 12,500 clients worldwide from offices in North America, Europe and Asia. For more information about the company, visit https://www.realpage.com. Industry verticals: Conventional, Enterprise, Institutional, Affordable HUD, Stu ... (view full description)

RealPage is a leading global provider of software and data analytics to the real estate industry. Clients use our platform to improve operating performance and increase capital returns. Founded in 1998 and headquartered in Richardson, Texas, RealPage currently serves nearly 12,500 clients worldwide from offices in North America, Europe and Asia. For more information about the company, visit https://www.realpage.com.
Industry verticals: Conventional, Enterprise, Institutional, Affordable HUD, Student Living, Military Housing, Tax Credit, Senior Living, Single Family, Vacation Rentals
REdirect Consulting is a leading provider of real estate technology consulting and support services with a nationwide presence and key offices in New York and San Francisco. At REdirect, our principals become personally involved with every project, offering an exceptional combination of industry expertise, market intelligence, and digital know-how that can help you reach your technology goals. Our deep expertise in the leading real estate software, including Yardi and MRI, allows REdirect to c ... (view full description)

REdirect Consulting is a leading provider of real estate technology consulting and support services with a nationwide presence and key offices in New York and San Francisco.
At REdirect, our principals become personally involved with every project, offering an exceptional combination of industry expertise, market intelligence, and digital know-how that can help you reach your technology goals.
Our deep expertise in the leading real estate software, including Yardi and MRI, allows REdirect to craft creative, experience-based solutions for your company’s specific business and budgetary challenges. From the institutional investment firm to the local independent owner, REdirect is dedicated to fostering valued partnerships across the real estate industry.
SS&C GlobeOp, the #1 global fund administrator, is an expert in Real Asset servicing. The expertise and cloud based technology allows you to focus on your business by driving revenue, reducing expenditures, while helping to mitigate liabilities and risk. The Real Assets service team works with managers globally in creating customizable, scalable solutions.
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in spe ... (view full description)

Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in specific areas and also list a directory showing many opportunities for a client to get in touch with legal help. www.bestattorneysonline.com.
Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead. Unparalleled analysis of the fundraising market — who’s raising capital, which investors are making new allocations, what are the latest conditions being negotiated into ... (view full description)

Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead.
Unparalleled analysis of the fundraising market — who’s raising capital, which investors are making new allocations, what are the latest conditions being negotiated into term sheets. This is hard-to-find, ‘must-know’ information for any GP or LP. In-depth coverage of the deals market — Find deal opportunities with scoops and insider knowledge on deals that have yet to come to market. Stay on the pulse of the lending market with intelligence on the sources and latest pricing in this critical area toward financing your deals. Affordable data tracking — our new Data Room offers an extensive repository of funds, deals and loan history; a great reference tool to have at your fingertips. Buyouts Daily Alerts — Get our analysis and data delivered into your inbox every day with the new Buyouts Daily Alert. Non-subscribers can get the daily alerts by signing up for a trial. Just click here.InstitutionalAssetManager is a news and information and fund data service for institutional investors and institutional asset managers focusing on the traditional asset management sector worldwide. InstitutionalAssetManager offers a daily newsletter service and a full web site. Click here to access- http://www.institutionalassetmanager.co.uk/
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 250 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, i ... (view full description)

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 250 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries.
Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqins services daily, and its data and statistics are regularly quoted by the financial press.
www.preqin.com
Follow us on Twitter: www.preqin.com/Twitter
Find us on LinkedIn: www.preqin.com/LinkedIn
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series. Click here to access - http:/ ... (view full description)

Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.
Click here to access - http://www.propertyfundsworld.com
Scotsman Guide is the leading media provider for the residential and commercial mortgage-origination industry. Our award-winning monthly magazines, lender search, online news and Scotsman Guide Community are free for qualified mortgage professionals.
Wealthadviser offers investment fund news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world. Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers. Click here to access http://www.wealthadviser.co/
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*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.
*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.
*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.
*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.
*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).
*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.
*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
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Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
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Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
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Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
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Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
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Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
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Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
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Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
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Email Tracking
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
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Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
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Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
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How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
United KingdomEmail: dataprotectionofficer@euromoneyplc.com
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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