Analyzing Survey Results for an Institutional Audience
How Numbers Become Insights
J.P. Morgan and State Street partnered with Trackinsight to survey over 500 professionals in finance. Participants answered 25 questions across a range of topics. Trackinsight's challenge was to translate the quantitative data into a qualitative assessment of the industry. I stepped in to convert the numbers to insight and analysis.


Founding Partner
Supporting Partner

Volumes of Data
Converted to Clear
Writing
The survey offers a global picture of how the professional investment community is shaping some of the biggest trends in the ETF market.
The data was based on responses from professionals located in the Americas, Europe, the Middle East, Africa, and to a lesser extent Asia Pacific.
A Structured
Approach for Busy
Readers
The report is far-reaching in its analysis. That's why I used a highly structured approach so readers can quickly navigate the analysis and zero in on the ares that matter to them.
Fixed Income Actively Managed Thematic ESG


A Clear Reading of
How Professionals Are
Deploying $900bn
The report offers a broad view of the strategies professionals are implementing as they select and buy ETFs on behalf of the world’s largest asset managers, family offices, private banks, institutions, and financial advisors.
The analysis shows how 549 respondents are making investment decisions amid stubborn inflation and economic jitters as they deploy a total of almost $900bn across their ETF strategies.
