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, PLANADVISERChief Investment OfficerGlobal 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.


Genstar Capital is a leading private equity firm that has been actively investing in high quality companies for more than 20 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.


Joel Mandelbaum

Joel Mandelbaum President and CEO

Joel has deep experience delivering information and workflow solutions to financial services clients and is a graduate of MIT. Joel joined Asset International from Warburg Pincus, where he was Entrepreneur in Residence and Senior Advisor. Previously, he held the position of CEO at Wall Street Systems. Asset International is the 12th financial services business managed by Joel.

Carolyn Ullerick

Carolyn Ullerick Chief Financial Officer

Carolyn has over 30 years of financial experience with data, analytics, technology, and consumer product organizations. Carolyn joined Asset International from legal industry leader LexisNexis, where she held positions of Global Chief Financial Officer and Head of M&A. Carolyn was previously CFO of Canadian operations at Hostess Frito-Lay, a division of PepsiCo.

Terry Beadle

Terry Beadle Chief Revenue Officer

Terry has over 20 years of experience in financial technology, including management consulting, global sales and product management. Terry joined Asset International from Bloomberg, where he developed the corporate treasury strategy. Previously, Terry served as Managing Director at Wall Street Systems, leading the corporate treasury and government institutions business, and the global services organization.

Tony White

Tony White Chief Content Officer and Global Product Manager

Tony has over 20 years of financial technology experience with particular expertise in R&D, software development and product management. Tony joined Asset International from Bottomline Technologies where he served as Director of Business Development. Previously, Tony was Managing Director at Wall Street Systems where he was responsible for the Wallstreet FX platform and for development of the Electronic Settlement Network.