Media

February 10, 2022

Why Does An Asset Manager Need A Data Warehouse

First, let’s answer the basic question: What is a data warehouse?

August 22,2021

Investment Data Compliance: Revised SEC Advertising and Marketing Guidelines for 2021 and Beyond

In this piece for Investment and Wealth Institute’s bi-monthly publication, The Investments and Wealth Monitor, Richard Jackson & Daniel Quinn explain how the new SEC regulations affect three key areas of investment management marketing: data management & distribution, testimonials, & social media.

April 20,2020

SEI Sues SS&C, Claiming Rival Out to Destroy Portfolio Accounting Business

In this April 20, 2020 article, Richard Jackson opines on the similarities between the current dispute between SEI & SS&C and eVestment and ProFusion several years ago,

February 28,2020

Jackson Analytics Will Transition to APX Stream on March 15, 2020

“I am excited to announce a new branding event for our company. For 10 years Jackson Analytics has been serving the investment industry’s growing need for data management and distribution.

Due to internal restructuring that has not affected our products and services, we have recently had to reorganize our company from one type of LLC format to another.”

From our Partner, Investment Metrics

Investment Metrics Launches Fee Analyzer, the First Comprehensive Source of Actual, Post-Negotiated Fees

“The leading provider of institutional investment performance analytics and reporting solutions for the institutional investment community, announced today the release of Fee Analyzer. Built with the guidance of industry leaders, Fee Analyzer empowers asset managers, asset owners, and investment consultants to utilize actual post-negotiated asset manager fee data to gain competitive insights across the institutional investment landscape.”

October 9,2019

FundFire Interview: Asset Managers Slow to Use Tech to Simplify Database Reporting

In this October article, Richard Jackson extols the virtues of automated data distribution to investment databases.

Investment Metrics and Jackson Analytics Announce Strategic Partnership

Investment Metrics (IM), the leading provider of institutional investment performance analytics and reporting solutions for the institutional investment community, announced today their strategic partnership with Jackson Analytics, LLC to help streamline the asset manager data collection process and reduce the amount of time managers spend updating their data in the leading Investment Metrics Global Database

Fund Fire Interview: Broadridge Taps Preqin to Target Inst’l Market with Alts Data

In this June 24, 2019 interview, Richard Jackson comments on the recent move by Broadridge Financial Solutions to expand its institutional reach through a partnership with Preqin to offer data on alternative investments.