The Power of Institutional Investment Data Marketing

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Investment management remains as an industry that is sold not bought. There are no impulse buys in the investment management industry.

The stakes are too high and the products (at least superficially) are too undifferentiated or complex. This means that, in the absence of an incredibly strong brand, managers need to assertively market and sell themselves if they want to be successful.

And this is where an investment database profile that is complete from top to bottom is essential in the sales and marketing process.

Today, it’s the investment data that is driving the first steps in the relationship in the manager search and due diligence processes. Sales comes later.

That’s why it is vital to have a carefully-considered, professional investment database strategy to guide you. Too little investment data and it looks like you’re hiding something or don’t take investment database marketing seriously. Too much, and there’s no mystery.

A great investment database strategy will balance between these imperatives.

Asia Asset Management’s webinar, in partnership with APX Stream Inc, will discuss the following topics:

  • What is Investment Data Marketing?
  • What Does a “Winning” Profile Look Like?
  • Investment Databases and the Manager Search Process
  • How to Employ Non-Performance Investment Data as a Marketing Asset
  • Selected Best Practices

Richard Jackson, President of APX Stream, Inc and Daniel Quinn, Chief Marketing Officer, APX Stream, Inc will address the key issues and opportunities during this webinar on November 11 at 10 am-11 am Hong Kong time. The webinar will be moderated by Andy Yang, AAM Database Consultant.

Event Code:  
Event Type: Webinar
Date: 11 November 2021
Time: 10:00AM - 11:00AM 
Venue: Hong Kong
Contact: Annie Ong (KL)
Telephone: 603-27839638

Who will attend?

Complimentary seats at the discretion of AAM will be extended to the following Institutional Investors and Asset Owners:

  • Public pension funds
  • Corporate pension funds
  • Sovereign wealth funds
  • Insurance companies
  • Endowments & foundations
  • Family offices
  • Private banks
  • Commercial banks
  • Trust banks

Paid entry, on a limited and first-come basis, will be extended to AAM subscribers, asset managers and other finance professionals.

AAM reserves the right to refuse admission.



The Organizer, Asia Asset Management (“AAM”), reserves the right to make any amendments, cancel and/or change the programme, speaker, date or venue if warranted by circumstances beyond its control. In the unlikely event of programme cancellation by AAM then a full refund of the fee payment will be made but AAM disclaims any further liability.