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Strategic Insight Closes Acquisition of Market Metrics and Matrix Solutions

NEW YORK AND LONDON, July 05, 2016.

These leading data and research firms for adviser-sold investments and insurance worldwide, provide strategic consulting and mission-critical data sets for mutual funds, variable annuities, mortgages and life insurance.

Strategic Insight, 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 adviser-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 Strategic Insight’s portfolio of proprietary, actionable data, insights and business intelligence. Through this acquisition, Strategic Insight 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 Strategic Insight’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, Strategic Insight CEO Joel Mandelbaum said, “We are now realising our ambition of creating the go-to supplier for the asset management community. Bringing Market Metrics and Matrix Solutions in to the Strategic Insight 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”.

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Asset International rebrands as Strategic Insight

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 wellrecognized media brands; CIO, Global Custodian, PLANADVISER, PLANSPONSOR and The Trade.

Welcoming clients to Financial Clarity

LONDON, August 2015

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Welcoming clients to Consumer Profile

LONDON, August 2015

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This is what our clients have to say about our products

Chrissy Shuttleworth from Aberdeen Asset Management


"As we focus on growing our UK intermediary business following the SWIP acquisition, it’s important we have access to information that delves right into the heart of the intermediary distribution landscape. Financial Clarity provides unparalleled visibility into sales via platforms which gives Aberdeen a wealth of actionable intelligence for our sales and marketing teams. We look forward to building a close relationship with Matrix Solutions."

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Samantha Scotland of Royal London Group had to say:



"We are delighted to announce Royal London Group have now signed up to Matrix Solutions’ Financial-Clarity and Consumer Profile services. The granular intermediary and consumer market data available through the user friendly interface will be instrumental to us in evolving our future distribution strategy across the group."


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