CFRA and Management CV have announced a strategic alliance to promote and integrate each other’s products and services.
Under the terms of the agreement, CFRA and Management CV will work with their respective institutional clients to better identify problematic financial accounting and underperforming management teams prior to negative market reactions to those issues.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The two firms already share a strong following among elite institutional investors, insurance firms, commercial lenders, and other risk management professionals.
The alliance will provide global investors, risk managers and lenders with a unique and actionable suite of diligence and data to better identify opportunities and avoid risks in the equity and credit markets.
Initially, CFRA will promote Management CV’s proven methodology for analyzing the skill and quality of CEOs and CFOs, while Management CV will promote CFRA’s expertise in identifying questionable accounting practices. The parties will also conduct a joint study on the correlation between relative earnings quality and the quality of management teams.
Peter E. de Boer, CEO, CFRA, said: "Sophisticated investors, risk managers and lenders understand that widely reported financial results do not always reflect the true underlying economic reality of a company. Over our 20+ year track record, CFRA has consistently proven this reality through our unbiased forensic accounting expertise and analysis. But financial analysis is not the only part of the puzzle, and fiduciaries must be able to quickly and objectively evaluate the skills and motivations of the CEOs and CFOs running these firms. Through our partnership with Management CV, we will provide a unique level of insight to enhance investment returns and reduce risk."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataRenny Ponvert, founder of Management CV, said: "People and financial diligence are two sides of the same coin that no fiduciary can afford to ignore when investing or lending. CEO and CFO turnover has been running at record levels for public companies in recent years, and portfolio managers rely on us to give them a quick and factual appraisal that often correlates to excess returns. Our partnership with CFRA brings together two critical elements of the research mosaic, hard data and insightful analytics to allow investors and risk managers to better identify the bright and dark spots on the horizon."
