Article: Putting Institutional Investment Databases to Work for You

Richard Jackson | March 9, 2020

For years, investment management marketing was driven by relationships. Who had the biggest rolodex? Who worked at the most well-connected firms?

Those were the prerequisites for investment management marketing success. The relationship drove consultants and professional investors alike to the data.

Today, it is investment data that drives the relationship.

But for many investment managers, the databases remain an opaque, mysterious place. They know they must upload their data, but they don’t know how it is used by database subscribers, or what these users look for. Consequently, they have a difficult time developing a database marketing strategy that pays off with search success and unsolicited inquiries.

APX Stream, formerly known as Jackson Analytics, will host a webinar, How Institutional Investment Databases Work for You, on Tuesday, March 31 at 11:00 AM EDT to help asset managers better understand these vital marketing avenues. During the webinar, we will cover topics including:

  • How the investment database industry works.
  • Why the investment databases work for all investment managers – even those not institutionally-focused.
  • Troubleshooting ineffective database strategies for institutionally-focused investment managers.
  • How can I make my profile stand out in an insanely crowded field?

You can register for this upcoming webinar by visiting the APX Stream website here.


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