OptionMetrics 與 Equality Asset Management 攜手擴大產品組合與市場版圖
重點速覽
- •OptionMetrics 與 Equality Asset Management 宣布合作，重點在於加速產品開發與市場擴張。
- •此次交易條款未予披露。
- •David J. Hait 將繼續擔任 OptionMetrics 執行長。
- •OptionMetrics 表示，新的投資將有助於其接觸新客群、擴大全球覆蓋並更快推出新功能。
- •公司計劃在國際 IvyDB options data、dividend intelligence suite 與 OptionStrat 產品上加大創新投入。
OptionMetrics，這家為全球機構投資者與學術研究人員提供期權數據與分析服務的公司，已與總部位於波士頓的成長型股權公司 Equality Asset Management（EAM）宣布建立合作關係，旨在加速 OptionMetrics 的產品開發與市場擴張。交易條款未予披露。
「EAM understands our business and shares our conviction about where it can go. With EAM alongside us, we will keep building on the high-quality data and analytics products our clients rely on,」OptionMetrics 創辦人暨執行長 David J. Hait, Ph.D. 表示。
EAM 投資於由創辦人主導、在各自市場中居於類別領先地位的軟體與科技公司。該公司表示，此項投資將為 OptionMetrics 提供更多資源，以觸及新的客戶群、持續深化全球市場覆蓋，並更快推出新功能。
「The EAM team has a strong track record of helping companies innovate and enter new markets. We are grateful to Leeds Equity Partners for their partnership over the past five years, which helped us broaden our product offerings,」Hait 表示。「With EAM alongside us, we will keep building on the high-quality data and analytics products our clients rely on.」
Hait 將繼續以 chief executive officer 身分領導 OptionMetrics。
OptionMetrics 成立於 1999 年，並將自己定位為歷史期權數據的 gold standard。全球的 portfolio managers、traders、quantitative researchers、institutional investors、hedge fund managers 與 academics 均依賴其 IvyDB databases 與 analytics，用於構建與測試投資策略、進行實證研究以及評估風險。近年來，公司透過 Woodseer Global Dividend Forecast Data 與面向零售投資者的 OptionStrat 擴展了產品組合，顯示其業務已在保持核心數據產品為重心的同時，向更廣泛的用戶群延伸。
EAM 的 managing partner Jeff Del Papa 表示：「We are extremely happy to partner with David and the OptionMetrics team. David’s vision for OptionMetrics’ proprietary, high-value data assets and solutions was brilliant from the start. The value that OptionMetrics delivers to its customers stands out in the world of FinTech, and we are thrilled to be working with the company as it continues to innovate and expand its capabilities.」
隨著期權交易量上升，以及風險評估與策略開發方法日益精進，市場對期權數據的需求持續增長。對依賴歷史期權紀錄與衍生分析的公司及研究人員而言，隨著工作流程日益數據密集，持續投入數據覆蓋與產品深度可能成為競爭因素。OptionMetrics 表示，計劃在其各項產品上投入創新，包括其國際 IvyDB options data、dividend intelligence suite，以及 OptionStrat。
EAM 的 principal John Batter 表示：「OptionMetrics has built a strong, well-deserved reputation as the gold standard in options pricing, volatility and derived analytics data, becoming deeply embedded in client workflows. We have great respect for what David and his team have accomplished to date and look forward to continuing to build out the suite of data and analytics products and further differentiate OptionMetrics’ market-leading position.」
