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The Power of Institutional Investment Data Marketing

About this event

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.

Thu, 11 Nov 2021 10:00 am - 11:00 am

Who will attend?

Our attendees include key decision-makers from institutions overseeing a significant portion of the US$30+ trillion institutional asset management market in the Asia-Pacific region, including Japan and Australia.

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.

Our Audience

Our attendees include key decision-makers from institutions overseeing a significant portion of the US$30+ trillion institutional asset management market in the Asia-Pacific region, including Japan and Australia.

Fund Management & Mutual Fund Companies

Finance Directors

Pension Funds

Trustees

Head of IT

State and Corporate Provident Funds

Custodian Banks and Administrators

Marketing Directors

Heads of Investment Committees

Head of Compliance

Head/Director of Risk Management

Human Resources Directors

Sovereign Wealth Funds

Heads of Departments

Consultants

Senior Managers

Client Servicing Directors

Head of Treasury

Chief Investment Officers

Managing Directors

All organisations

Treasurers

Regulatory Agencies

Chief Executives

Central Banks

Chief Executives Officers

Chief Executives Officers

IFAs

Investment Consultants

Insurance Companies

Head of Trading Department

How to Register

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Sponsors

Partner

Lead and Co sponsorships are now available!

For sponsorship opportunities, please contact:

Why Attend?

Connect with Industry Leaders

Network with a diverse group of asset managers, service providers, pension fund representatives, and asset owners from across the Asia-Pacific region.

Forge Valuable Partnerships

Identify potential collaborators, clients, and strategic alliances that can drive your business forward.

Engage in Peer-to-Peer Learning

Share experiences, exchange ideas, and build lasting relationships with professionals facing similar challenges and opportunities.

The Power of Institutional Investment Data Marketing

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Substitution and Cancellation policy

Substitution

Substitution will be accepted at NO Extra charge with prior notice. Please provide the name & title of the substitute delegate at least 2 working days prior to the event.

Cancellation

If you wish to cancel your reservation to this event, please send an email to Calvin Chong at calvin.chong@asiaasset.com or call at 60327839638. There will be an administration fee of 20% for all cancellations on or before 4 April, 2025. Regrettably, no full nor partial refund will be given for cancellation received after this date.