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Investor Economics

RiXtrema Partners With BrightScope to Create Seamless Workflow for Fiduciary Analytics
March 21, 2017 | Investor Economics

BrightScope's Plan Data Network allows RiXtrema's FiduciaryOptimizer seamless access and sharing of 404(a)(5) disclosure documents 

NEW YORK, March 21, 2017 -- RiXtrema, the leading provider of risk management tools and analysis to the financial advisory and broker/dealer community that helps ensure that clients get the analysis and advice they need, announced today a partnership with BrightScope, the leading provider of retirement plan data to the investment industry, in its Plan Data Network Initiative.

"BrightScope's Plan Data Network is a unique platform," said RiXtrema President Daniel Satchkov, CFA. "It uses technology to provide firms performing rollover best interest determinations with the necessary retirement plan disclosures required by the DOL. Retirees frequently have a hard time obtaining the 401(a)(5) disclosure for the advisor. Plan Data Network solves the advisor's problem, enabling the analysis. RiXtrema chose to integrate Plan Data Network into our FiduciaryOptimizer suite of products to allow our users to seamlessly obtain the plan details from any 404(a)(5) document."

RiXtrema's IRAFiduciaryOptimizer is an end-to-end solution to document a client's best interests and fee reasonableness in rollovers as required by the DOL. Fees contained in the 404(a)(5) disclosure are needed to run the most accurate best interest report. BrightScope's Plan Data Network provides RiXtrema FiduciaryOptimizer users access to plan details from disclosure documents uploaded by other members of the network, while also loading their own disclosures for others to use.

"Since RiXtrema is one of the premier providers of a solution for performing best interest determinations, it made sense for BrightScope's Plan Data Network to build an integration package for their platform," said BrightScope's head of Product Development, Rick Niedt. "We knew that gathering and processing the plan-level details about services, investment products, and fees from disclosure documentation was going to be a challenge for the advisory firms and broker-dealers. Working with partners like RiXtrema gives BrightScope the opportunity to make that data accessible to many firms at once."

 

Summary

Combining powerful FiduciaryOptimizer analytics from RiXtrema with the reach of BrightScope's Plan Data Network will enable advisors to run portfolio reports with no manual work and no headaches. It will also help firms ensure that they are following fiduciary best practices when recommending rollovers or other transactions with qualified accounts.

 

ABOUT RIXTREMA

Founded in 2010, RiXtrema is a portfolio crash-testing company that helps advisors discuss risk with clients. Long used by fund managers, pensions plans and funds of funds, RiXtrema has introduced its risk management tools to the financial advisory and broker/dealer community to help ensure that clients get the analysis and advice they need. The RiXtrema research team received the 2015 Peter L. Bernstein award, one of the most prestigious awards in finance, for its article Risk Estimation and Hedging: A Reverse Stress Testing Approach, published in The Journal of Derivatives in April 2015. RiXtrema solutions include Portfolio Crash Testing; BioniX, the first robo platform for advisors that includes sophisticated risk modeling; IRAFiduciaryOptimizer, the first quantitative DOL Fiduciary Rule Rollover solution, and the related 401(k) Fiduciary Optimizer geared for plan advisors. For more information, visit www.rixtrema.com.

 

ABOUT BRIGHTSCOPE & STRATEGIC INSIGHT

BrightScope is a Strategic Insight business, providing data and analytics through the SI Data division. BrightScope drives the growth of data-driven decision-making at leading financial services firms. BrightScope builds best-in-class software solutions facilitating more effective sales and retention strategies for top financial institutions. BrightScope works with eight of the top 10 asset managers by U.S. open-end assets, and eight of the top 10 defined contribution plan recordkeepers. BrightScope maintains a database with information on more than 60,000 defined contribution plans, largely gathered from Department of Labor Form 5500 audited filings.

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. Strategic Insight 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, Denver, San Diego, San Francisco, Stamford CT; London; Munich; Melbourne; Toronto and Vancouver. Strategic Insight is backed by Genstar Capital. For more information visit www.brightscope.com and www.sionline.com.

 

Media Contact:

Leslie Swid
LeslieSwid@ImpactCommunications.org
(913) 649-5009

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