Plan For Life rebrands as Strategic Insight

Plan For Life, Actuaries & Researchers will be known as “Strategic Insight, Actuaries & Researchers” as part of a company-wide global rebranding and growth strategy. Rael Solomon, Head of Sales & Marketing said, “There will be no change to day-to-day operations and we will continue to provide accurate, reliable reporting and outstanding service to our clients.”

Parent company Asset International, the data and business intelligence company for the global asset management community 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 well recognised 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:

Rael Solomon
Strategic Insight, Actuaries & Researchers
Head of Sales, Marketing and Product Development