TMCNet:  BrightScope Appoints Joan Wallace to Lead New Data Solutions Group

[February 05, 2014]

BrightScope Appoints Joan Wallace to Lead New Data Solutions Group

(Marketwire Via Acquire Media NewsEdge) SAN DIEGO, CA — (Marketwired) — 02/05/14 — BrightScope (, a leading provider of software, analytics, and data to many of the world's largest financial institutions, is proud to announce that Joan Wallace, former senior vice president of the GSO Customized Credit Strategies Division at the Blackstone Group, has joined the BrightScope team as vice president of Data Solutions. In her new role Joan will lead the Data Solutions Group, a newly formed department that will serve as the bridge between the sales and client success organizations to ensure implementations meet or exceed the expectations of BrightScope's partners.

"In the last twelve months we have added five top 10 global asset managers to our Beacon client list. BrightScope Beacon has become the central platform where the world's leading financial institutions integrate and enrich disparate distribution data so that it can be effectively utilized in managing and growing the business. The creation of the Data Solutions Group is an important milestone in our quest to provide world-class service and technical support to our clients," said Mike Alfred, CEO and co-founder of BrightScope. "Joan is a true data guru and highly talented executive. We are excited to welcome her to our team and honored to have her leading the Data Solutions Group." Joan started her career in 1988 at Citigroup and held senior data-related executive roles at Legg Mason, Allianz, PIMCO, and most recently, Blackstone. Before joining BrightScope, Joan accumulated fifteen years of IT experience in data warehousing and analytic reporting, more than six years of business strategy experience defining building and maintaining data solutions to support CRM and sales reporting applications, layered with more than ten years of team management experience spanning both IT and business areas. Her extensive career has been focused on the gathering, maintenance and enrichment of core asset management feeds to optimally support strategic business initiatives.

"I am thrilled to join the BrightScope team and to have this exciting opportunity to leverage my 20 years of experience working with asset management data," said Joan Wallace, vice president of Data Solutions at BrightScope. "The BrightScope team has both the talent and the vision to build the comprehensive operating system for fund distribution, which remains a huge challenge even for the world's most sophisticated managers." BrightScope has built an unparalleled database of 401k plan analytics, and a robust suite of products and services to enhance transparency of plan performance and fees for sponsors, advisors, asset managers, and participants. The company has rated nearly 50,000 retirement plans, spanning 30 million workers and $2 trillion in assets, and provided information on nearly 600,000 financial advisors. BrightScope obtains its data directly, either from plan sponsors, or from publicly available sources ranging from the United States Department of Labor (DOL) to the Securities and Exchange Commission (SEC).

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About BrightScopeBrightScope is a financial information company that brings transparency to opaque markets through independent research and analysis. Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. The BrightScope Rating™, developed in partnership with leading independent 401k fiduciaries, reviews more than 200 unique data inputs per plan and calculates a single numerical score which defines plan quality at the company level. In April 2011, the company launched BrightScope Advisor Pages™, the first comprehensive and publicly available directory of financial advisors designed to help consumers discover information and conduct due diligence on wealth management professionals. BrightScope also markets a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. Public ratings for nearly 50,000 retirement plans as well as rating definitions, criteria and methodologies, and information on nearly 600,000 financial advisors and nearly 40,000 advisory firms are available for free at

Source: BrightScope

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