Investment case

Clear vision and focus

We help our customers to do the right business in the right way, by providing them with a complementary range of Information & Data and Training & Education solutions. We are committed to investing in operational excellence and embedding a unique set of core competencies across the portfolio to drive sustainable value for our stakeholders.

Unique GRC platform

Powerful combination of well recognised brands in Information & Data and Training & Education solutions, serving the resilient and growing Governance, Risk and Compliance market

High proportion of recurring revenues

Consistent and sustainable revenue streams, with a focus on recurring subscription and membership revenues with high renewal rates

Diverse and resilient

The resilience of our portfolio is enhanced by a diverse customer base and low customer concentration.

Digital innovation and hybrid solutions

Attractive portfolio of digital-first data & information assets and innovative digital learning solutions.

Agile and customer led

Strong customer-led product management culture, reinforced by agile approach to hybrid delivery formats

High conversion of operating profit into cash

Strongly cash generative business reflected by high conversion of operating profit into cash

Commitment to dividends

Committed to delivering shareholder returns