Leading financial services researcher covering Managed Funds, Retirement and Life Insurance in Australia

 
 

Plan For Life Moasic

Strategic Insight, Actuaries & Researchers

Strategic Insight, Actuaries & Researchers is the leading independent supplier of Australian managed funds, retirement and life insurance market information, relied upon for over 25 years by the leading fund managers, life offices, analysts, dealer groups and government bodies.

We are consulting actuaries, researchers and independent financial publishers. 

Company History

Plan For Life was founded by Simon Solomon in 1988 as an actuarial consultancy. The company grew into a research house specializing in Australian managed funds and life insurance data collection and reporting. In 2010, Plan For Life was purchased by Asset International. In September 2016, Asset International became known as Strategic Insight, as part of a company-wide global re-branding and growth strategy. 

Asset International Network

Strategic Insight (SI)

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, adviser 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.

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.

http://www.strategic-i.com

KEY CAPABILITIES

  • Managed Funds, Superannuation and Retirement – Retail, Wholesale, Institutional, Superannuation.
  • Life Insurance – Individual Risk, Direct Risk and Group Insurance.
  • Annuities - Rates, Sales, Historical Data
     

RESEARCH TOPICS

  • Market Share
  • FUM, Inflows, Outflows and Net Flows, Performance Returns
  • Forecasts
  • Benchmarking
  • Awards

GLOBAL RESEARCH

  • New Zealand Funds and Kiwisaver
  • US and Canada Mutual Funds
  • Europe, Asia Funds, Latin America