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Strategic Insight

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Strategic Insight

Mission statement:

Our core mission has always been to strengthen the industry and help our clients succeed in the global marketplace by providing them with the research, data and analytical support they need to identify product and distribution opportunities and make smart business decisions.

Overview:

For more than 20 years, Strategic Insight (SI) has anchored competitive research and business intelligence at the heart of the mutual fund industry, now nearly $30 trillion worldwide. We accomplish this through our linked suite of Simfund databases, in-depth studies, Internet libraries, and on-demand research, enriched with personalized advice. SI clients are responsible for 90% of U.S. fund industry assets, and include executives among over 200 investment management and insurance companies, distributors, investment banks, hedge funds, consultants, law firms, associations, regulators and other industry participants. In the U.S. and internationally, SI’s expanding global research is shared with over 50 of the world’s largest and most dynamic investment and distribution firms.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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