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, Market Metrics, Matrix Solutions and Plan for Life. AI‘s portfolio of leading editorial titles includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade.

Asset International has 13 business units; a portfolio of 135 products and 160 databases; and delivers 20+ events worldwide each year. The company‘s headquarters are in New York with offices in Stamford, CT; Boston; the San Francisco Bay area; London; Toronto; Munich; Melbourne; Hong Kong. Asset International 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, 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, 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, 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, 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.