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Investor Economics

Asset International rebrands as Strategic Insight
September 8, 2016 | Investor Economics

The leading data, intelligence, information and marketing services provider to the asset management community announces its new brand and growth strategy.

New York and London, September 08, 2016 - Asset International, the data and business intelligence company for the global asset management community, today announced that it has rebranded as Strategic Insight. The new name reflects the organization’s increasing focus on delivering industry-leading business intelligence.

Building on a 30 year heritage, Strategic Insight will focus on the development of its market leading business intelligence and marketing enterprise platform to support the industry’s product management, manufacturing, sales and distribution operations. All existing data and research brands will be consolidated into a single integrated global offer as part of the Strategic Insight platform.

Commenting on the new brand, Strategic Insight CEO Joel Mandelbaum said, ‘I’m excited by our plans to expand the range of data and research through accelerated in-house product innovation and carefully chosen acquisitions. We are making excellent progress in our objective to become the go-to supplier for the asset management community. Bringing our product offerings together in a new platform will enable us to fully service the rapidly changing global investment management sector.” The company has today unveiled its new logo and tagline to support this evolution.

Strategic Insight was formerly the name for one of Asset International’s portfolio companies, which now delivers products and services as part of newly formed SI Data, SI Research and SI Intelligence divisions. In addition, a media division called SI Interactive has been formed to provide integrated business intelligence and marketing solutions, plus unique audience access through its well-recognized media brands; CIO, Global Custodian, PLANADVISER, PLANSPONSOR and The Trade.

 

About Strategic Insight

Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.

SI delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement of over 500 million trades per month. Our clients include over 1000 of the most prominent names in the asset management industry, including 83 of the world‘s 100 largest fund managers.

Strategic Insight delivers its products and services through four distinct divisions: SI Data, SI Research, SI Intelligence and SI Interactive. Its portfolio of leading editorial titles includes the well-recognized brands PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade.

The company‘s headquarters are in New York with offices in Boston, San Francisco, Stamford CT; London; Munich; Melbourne; Toronto and Vancouver. Strategic Insight is backed by Genstar Capital.

For public relations & media inquiries, please contact:

Strategic Insight

Leonie Alsop
leonie.alsop@strategic-i.com
+44 (0) 20 7397 3807
+44 (0) 20 7495 898 353

Jacqueline Gogel
ai@fullyvested.com
+1 917 765 8720

 

Asset International Closes Acquisition of Market Metrics and Matrix Solutions
July 5, 2016 | Investor Economics

New York, London – July 5, 2016 – Asset International, the premier source for authentic business intelligence and actionable insight for the asset management community, today announces that it has closed its acquisition of Market Metrics and Matrix Solutions. Market Metrics and Matrix Solutions are leading data and research firms for advisor-sold investments and insurance worldwide, with a heritage of providing strategic consulting and mission-critical data sets for mutual funds, variable annuities, mortgages and life insurance.

The acquisition broadens Asset International’s portfolio of proprietary, actionable data, insights and business intelligence. Through this acquisition, Asset International is now the one-stop shop for data and insights supporting product innovation, manufacturing, sales and distribution for the asset management and insurance communities, as well as providing market surveillance solutions and marketing channels for this community. The Market Metrics and Matrix Solutions acquisition expands Asset International’s deep proprietary asset management and insurance industry data sets by introducing a unique delivery model from C-level face-to-face meetings to the industry-leading Financial Clarity analytics platform.

Commenting on the acquisition, Asset International CEO Joel Mandelbaum said, ”We are now realizing our ambition of creating the go-to supplier for the asset management community. Bringing Market Metrics and Matrix Solutions in to the Asset International family represents an excellent fit for our clients and employees, and we are delighted to have joined forces. Together we are building a dedicated enterprise to fully service the rapidly changing global investment management sector”.

 

About Asset International

Asset International (AI) provides critical and proprietary data, business intelligence, information services and marketing solutions to the global investment management industry. AI‘s portfolio includes investment flow data, research, analytics, editorial and events for the global asset management community, asset owners and custodians, plus TCA for 500 million trades per month. Our clients include over 1000 of the most prominent names in the asset management industry, including 83 of the world‘s 100 largest fund managers.

AI‘s recognized data brands include Strategic Insight, Investor Economics, Corporate Insights, LiquidMetrix, FWW, Plan for Life, Market Metrics and Matrix Solutions. AI‘s portfolio of leading editorial titles includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade.

The company‘s headquarters are in New York with offices in Stamford, CT; Boston; San Francisco; London; Toronto; Munich; Melbourne. Asset International is backed by Genstar Capital.

About Genstar Capital

Genstar Capital is a leading private equity firm that has been actively investing in high quality companies for more than 25 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of operating executives and strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar manages funds with total capital commitments of over $5 billion and targets investments focused on selected sectors within the financial services, software, industrial technology, and healthcare industries.

For public relations & media inquiries, please contact:

Genstar Capital
Chris Tofalli
+1 914 834 4334

Asset International
Leonie Alsop
lalsop@assetinternational.com
+44 (0) 20 7397 3807
+44 (0) 20 7495 898 353

Jacqueline Gogel
ai@fullyvested.com
+1 917 765 8720

 

Asset International Announces Hiring Of Nine Executives And Staff In Support Of Expansion Plan
November 23, 2015 | Investor Economics

NEW YORK AND LONDON – November 23, 2015 – Asset International (AI) a global leader in providing critical data, business intelligence, and information services to the worldwide investment management industry, today announced the hiring of five executives, two senior staff and two advisors in support of the growing global demand for rapidly delivered insightful, relevant, and reliable, market intelligence and data.

Joel Mandelbaum, Chief Executive Officer of Asset International stated, "This is a big step toward creating the global leader of business intelligence and digital media in the investment management space. This is a proven team with deep commercial experience and repeated success. Included among the firms from which they joined Asset International are: Bloomberg, Bottomline Technologies, Openlink, Ion Trading, and Cerulli Associates. These joiners, when coupled with our excellent staff and deep client community, will drive this business far, and enable us to help our clients advance their objectives with their clients." Mr. Mandelbaum’s appointment as CEO and President of Asset International was announced in late August this year.

Tony Salewski, Managing Director at Genstar Capital, Asset International’s majority investor, said, "Genstar is excited about the increased depth of talent and experience these new hires bring to Asset International. AI presents an exciting opportunity for growth in the asset management space and we believe the decision by our new executive team members to join AI is an endorsement of Joel’s proven track record and the significant and growing value we provide to our clients."

"Only a sponsor with a long-term view on value creation and confidence in the company and the team would embrace such a swift and material investment in people. I am thrilled to be working with such a partner in Genstar Capital and to be reunited with this team" said Mr. Mandelbaum.

Every day, with its data, analytics, media, and research, the 11 business units of Asset International touch 175,000 professionals across 1,000 clients that include almost all of the world’s largest asset owners, asset managers, custodians, and corporate retirement plan sponsors with aggregate assets in excess of $30 trillion. Every month, Asset International’s business units conduct client transaction cost analysis, examining 500 million equity, fixed income, and foreign exchange trades with an aggregate value of $2 trillion dollars.

Among the announced appointments are:

Terry Beadle as Chief Revenue Officer responsible for Sales, Account Management, Professional Services, and Client Support and member of the Executive Committee. Most recently, Mr. Beadle was at Bloomberg. Prior to Bloomberg, Mr. Beadle held various executive positions at Wall Street Systems including Managing Director of Professional Services, Managing Director of Treasury Systems Products and Managing Director of Global Treasury Sales.

Tony White as Chief Content Officer, Global Product Manager and member of the Executive Committee. Most recently, Mr. White was Business Development Director at Bottomline Technologies. Prior, Mr. White held various executive positions at Wall Street Systems including Managing Director of Software Development, Managing Director of Account Management and Managing Director of FX Trading Products, including the Wallstreet FX platform and the Electronic Settlement Network.

Andrew Guillette as Chief Data and Research Officer, Global Product Manager, and member of the Executive Committee. Most recently, Mr. Guillette was Chief Operating Officer of Cerulli Associates and has held various asset management research, planning, and marketing positions with Columbia Investments, John Hancock, and Fidelity Investments.

Garry Hodnett as Director of Human Capital. Most recently, Mr. Hodnett was Director of Human Resources at Ion Trading. Prior, Mr. Hodnett was Director of Human Resources at Wall Street Systems.

Leonie Alsop as Director of Global Marketing. Most recently, Ms. Alsop was SVP, Global Head of Marketing at OpenLink Financial. Ms. Alsop was the former Global Head of Marketing Operations at Temenos and Global Head of Marketing at Wall Street Systems.

Seth Cohen as Senior Advisor to the Executive Committee. Mr. Cohen was formerly the CFO of Newtek Business Services, Inc. and a Trustee of the City of New York’s Public Pension Funds.

Allison Joy Phillips was appointed Executive Assistant to the CEO. Ms. Phillips was formerly a sales professional at SuperDerivatives, Ion Trading and Wall Street Systems.

Joel Mandelbaum also announced that Avi Nachmany has been appointed Senior Advisor to Strategic Insight, which he founded 30 years ago and where he was most recently Executive Vice President, Director of Research.

John Lee has been appointed Advisor to Global Custodian, The Trade and LiquidMetrix. John Lee founded The Trade 10 years ago and was most recently Managing Director, Europe for Asset International.

About Asset International

Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. The company’s client base includes more than 500 of the most prominent names in the asset management industry. Its recognized data brands include Strategic Insight, Investor Economics, Corporate Insights, LiquidMetrix, FWW, and Plan for Life. AI’s portfolio of leading editorial titles includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade. The company’s headquarters are in New York and it maintains offices in Stamford, CT; Boston; the San Francisco Bay area; London; Toronto; Munich; Melbourne, Australia; and Hong Kong. AI is backed by Genstar Capital. For more information, visit www.assetinternational.com.

About Genstar Capital

Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high quality companies for more than 20 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of operating executives and strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar manages funds with total capital commitments of over $5 billion and targets investments focused on selected sectors within the financial services, software, industrial technology, and healthcare industries.