Strategic Insight Acquires BrightScope to Broaden Its Portfolio of Proprietary, Data, Insights and Business Intelligence for the US Retirement Market.

NEW YORK & LONDON–(BUSINESS WIRE)–Strategic
Insight, the data and business intelligence provider for the global
asset management community, today announced the next stage of its growth
strategy with the acquisition of BrightScope. This acquisition follows
on from the recent acquisition of Market Metrics and Matrix Solutions
and further adds sales and distribution data for retirement to Strategic
Insight’s expanding portfolio. Strategic Insight is focused on being the
industry’s one-stop shop for data and insights, as well as providing
accelerated product delivery for its clients.

Co-founded in San Diego in 2008 by Mike and Ryan Alfred, BrightScope is
the leading provider of retirement plan, sales and distribution data,
enabling retirement market-focused asset managers to identify, target
and retain their clients. The company is well regarded for its
innovative technology solutions and data management expertise.

Commenting on the acquisition, Strategic Insight CEO Joel Mandelbaum
said, “This acquisition expands Strategic Insight’s data offering and
research and development capacity. BrightScope is well known for its
unique retirement data and its technology innovation. We are excited by
the opportunity to add retirement data to our portfolio and accelerate
our commitment to the asset management community.”

Mike Alfred, Co-Founder, BrightScope said, “We are thrilled to join the
Strategic Insight team. The financial services industry is going through
tremendous change and we believe this combination will give us the
platform and products to meet the evolving needs of our customers.”

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.

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.

About BrightScope

BrightScope is a financial information company that brings transparency
to opaque markets through high‐value proprietary data and analytics.
Delivered through cloud‐based software, BrightScope data drives better
decision‐making for asset managers, individual investors, corporate plan
sponsors, and financial advisors. BrightScope’s flagship enterprise
software platform ‐ Beacon ‐ provides a suite of proprietary datasets,
data management capabilities and analytics to asset managers,
recordkeepers, financial advisors, and other market participants.

Contacts

Strategic Insight
Leonie Alsop, +44 (0) 20 7397 3807
+44
(0) 20 7495 898 353
leonie.alsop@strategic-i.com
or
Vested
Binna
Kim, +1 917-765-8720
strategicinsight@fullyvested.com
or
Genstar
Capital
Chris Tofalli, +1 914-834-4334