Plan Sponsor Insight is an online database providing investment managers with the most comprehensive information available on the plan sponsor community including public plans, corporate pension plans, foundations, endowments and union/Taft-Hartley plans.

Win New Mandates

Our daily-updated prospect intelligence features all the data, analytics and contact information you need to identify new opportunities you know you can close - or win from an underperforming competitor. Plan Sponsor Insight monitors pension funds with assets of $20 million dollars and above, with detailed profiles including:

• 50,000 plan sponsors
• 400,000 executives and officers
• 120,000 investment managers
• 500,00 consultants
• Asset allocation and investment data
• Corporate actuarial information
• Daily-updated RFP/Search opportunities
• Competitive opportunities

Hit Your Target

Plan Sponsor Insight's intuitive interface and powerful search capability allows clients to run reports to identify ideal segments of potential new business based on dozens of custom criteria. In addition, the system is easily configured to send you daily email alerts when relevant activity is reported in your specific area of interest - such as M&A activity events, investment manager hires and wealth-creating events.

Begin a Conversation

Contact us to improve your institutional investment business.