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Investor Economics

Asset International bolsters its global capabilities with acquisition of FWW in Germany
June 1, 2015 | Investor Economics

Asset International bolsters its global capabilities to help financial institutions grow their business and fulfill compliance requirements with acquisition of FWW in Germany

Combination enhances AI’s GRC and business intelligence capabilities globally.

June 1, 2015, New York. Asset International, Inc. (AI), a leading provider of data, information and marketing solutions to the global asset management industry, has acquired Financial Webworks (FWW), a Munich-based provider of fund data, regulatory documentation and marketing materials to fund distributors in Germany.

FWW’s market-leading suite of services to distributors such as banks and financial advisors includes Fund Data, FundListing, FundStars, Trends in Asset Management (TiAM), fondsweb, FoF Analyzer, HeatMaps and Fundscreen.  These tools enable advisors and investors to make sound investment decisions by providing them with transparent, up-to-date and correct fund information.

Matthias Rothe, Managing Director, FWW, commented, “Asset International’s support will enable FWW to expand our services beyond our traditional market and will also provide the opportunity to introduce German clients to AI’s robust global products and services”.

FWW’s operations and staff will remain in Munich, to be run as an independent unit of Asset International, under the leadership of joint Managing Directors Matthias Rothe and Marc Bonnet. The unit will report to John Lee, Managing Director – Europe, Asset International, who oversees another of Asset International’s recent GRC acquisitions, LiquidMetrix.

“FWW will provide us with an expanded footprint in continental Europe, allowing us to build and strengthen our customer relationships there”, said Jim Casella, Chairman and CEO of Asset International. He further added, “FWW offers products at a critical linkage between fund companies and their distribution partners, and we believe AI is in a great position to offer these products to our global customer base.”

John Lee, Managing Director – Europe, Asset International, commented, “FWW is the market leader for fund data in Germany with deeply-embedded customer relationships. We will continue to support and drive strong growth in its fund listing business, at the same time as expanding the breadth of FWW’s services to offer its customers access to AI’s full range of analytical tools.”

This acquisition comes just weeks after the firm announced another European deal, IFS/LiquidMetrix. Tony Salewski, Managing Director of Genstar, Asset International’s financial backer, commented, “Regulatory fundamentals underpin demand for FWW’s core products. That, along with attractive growth in the German mutual fund market, make this latest acquisition a solid fit for Genstar’s aggressive growth plans for AI.”


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 over 500 of the most prominent names in the asset management industry. Its recognized data brands include Strategic Insight, Investor Economics, Plan for Life and LiquidMetrix. AI’s portfolio of marketing solutions includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade. The company is headquartered in New York and has offices in London, Stamford, CT, Hong Kong, Melbourne, Boston, Toronto and the San Francisco Bay Area. AI is backed by Genstar Capital. For more information, visit:

About Genstar Capital

Genstar Capital ( 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 $3 billion and targets investments focused on selected sectors within the financial services, software, industrial technology, and healthcare industries.

For More Information:

John Lee
Asset International
+44 (0) 207 397 3823

Investor Economics and Corporate Insights Join Forces
September 17, 2014 | Investor Economics

I am pleased to announce that Trevor Boggie and Price Powell, the principals of Corporate Insights, have entered into a definitive agreement to unite their business with Investor Economics. Based in Vancouver, Corporate Insights is a respected market research firm focused on the Canadian financial services industry. Corporate Insights works with wealth management and retail banking organizations on issues related to strategic decision-making, business growth initiatives, sales force management and competitive benchmarking.

Our two firms have a number of clients in common and the specialized nature of the services provided by Corporate Insights represents a natural complement to Investor Economics’ fact-based research. It is the shared belief of Trevor, Price and the senior IE team that the merger of the firms will enhance our ability to provide industry leaders and decision-makers with the informed analysis, competitive intelligence and fact-based insights needed to enable them to better understand, manage and grow their businesses.

In 2013, Investor Economics was acquired by Asset International. The current transaction will result in Corporate Insights becoming a division of Investor Economics, and signals Asset International's strategic commitment to expand its presence in the Canadian market.

We look forward to telling you more about our expanded capabilities in the coming weeks.


Earl Bederman

2014 Group Retirement & Savings Report Pre-release: Investment Product Shelf
July 30, 2014 | Investor Economics

Growth of group segregated funds, the investment funds on group retirement savings platforms, continued to be strong in 2013 as assets under management (AUM) increased 17.7%. Since 2008, investment fund assets have nearly doubled from $70.5 billion to $137.9 billion. On the product shelf, target-date funds have gained in popularity, capturing more than 40% of total net flows into investment funds. At the end of December 2013, target-date funds totaled $12.8 billion and represented a key driver of growth for competing insurance company platforms as plan member demand for asset allocation strategies remained high.

This analysis is part of the upcoming 2014 edition of Investor Economics' Group Retirement and Savings Report, which will be published in the final calendar quarter. The report provides extensive coverage of the fast-growing group retirement savings market in Canada. Analytical spotlights include a focus on group record-keepers and their recent growth experience, key distribution channels, detailed investment product information by record-keeper and asset managers, as well as current retirement trends in Canada and abroad.

If you are a current subscriber of the 2014 Group Retirement & Savings Report, the pre-release of the Investment Product Shelf section is now available for download here. For more information on this report please contact either Goshka Folda at or Anthony Yeung at