Data leadership Strategic Insight is a data and research leader in global asset management with multiple brands and divisions, presenting a broad cross-sell opportunity across SI Data, SI Research, SI Intelligence and SI Interactive to existing clients and prospects.

Private markets expansion Recent leadership hires in private markets and ongoing growth signals indicate an opportunity to cross-sell private markets analytics, advisory services and fund flow insights to asset managers seeking enhanced exposure to private assets.

Global footprint A worldwide office network and a client base of over 1000 asset managers, including most of the world’s top 100 funds, create potential for global account expansion, localization of content, and region-specific data products.

Transaction impact Experience with Transaction Cost Measurement and tools like LiquidMetrix positions SI to upsell cost analytics, benchmarking, and TCA enhancements to trading desks, portfolio managers and custodians seeking better execution performance.

Strategic partnerships Historical partnerships and integrations (for example with ISS and Aquis) demonstrate a readiness to collaborate with exchanges, governance providers and distribution platforms, suggesting joint offerings or data feeds to expand reach and stickiness with clients.