Trackinsight Explained

Trackinsight
Logo Alt:Trackinsight Logo
Founder:Koris International
Industry:Financial Technology
Area Served:Worldwide
Key People:Philippe Malaise
Company Type:Private
Num Employees:30[1]
Num Employees Year:2024
Hq Location City:Sophia Antipolis
Hq Location Country:France
Parent:Kepler Cheuvreux

Trackinsight is a financial technology company headquartered in Biot, France.[2] The company offers global Exchange-traded Fund (ETF) data and selection services for professional investors, advisors, institutions and ETF industry participants.

History

Trackinsight started in 2014 by late Jean-René Giraud, co-founder and board member of Koris International. [3]

The platform spun off from Koris International on October 17, 2016, when Trackinsight raised €2,500,000 from NewAlpha Asset Management and Aviva Group.[4] [5]

In 2024, Kepler Cheuvreux, an independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.[6]

As of September 2024, the firm operates in 6 different countries with 30 employees.

Products and Services

Trackinsight’s core business focuses on providing ETF data, due diligence reports, portfolio analytics tools, enterprise solutions, and advisory services. It also offers free access to a global ETF screener, comparison tool, personal watchlists, and dedicated channels for thematic, ESG, and fixed income investing.

Global View

Trackinsight’s Global View is flagship data offering that covers over 7,000 ETFs listed worldwide. North American clients can access Global View from Trackinsight’s distribution partner, Nasdaq.[7]

Global ETF Survey

Trackinsight releases an annual global survey with professional investors highlighting activity in the ETF space. The Global ETF Survey 2021 supported by IHS Markit and J.P. Morgan Asset Management polled 373 professional investors from 18 countries who oversee a total of $347 billion in ETF assets and more than half having over 40% of their total portfolio invested in ETFs.[8] [9]

ESG Investing Platform

In January 2021, Trackinsight launched an ESG investing platform, called the ESG Observatory.[10] The ESG investing platform was developed in partnership with independent ESG verifier Conser, and with support from the SDG Investors Partnership of the United Nations Conference on Trade and Development.[11] [12]

The platform’s features include key ESG investment trends, comparison of the different ESG strategies offered by ETF issuers and measurement of which funds are contributing most towards meeting the United Nations Sustainable Development Goals.[13]

Thematic Investing Platform

On October 22, 2021, Trackinsight launched a new classification system for thematic ETFs with support from Legal & General Investment Management and ROBO Global.[14]

Fixed Income Investing Platform

In February 2022, by collaborating with iShares and Jane Street, Trackinsight launched the Fixed Income Investing hub to build a comprehensive research and analysis portal dedicated to fixed income investing.[15]

Technology Services

Trackinsight provides tools, data and analytics for institutions in the ETF industry.[16]

Death of Jean-René Giraud

Trackinsight CEO Jean-René Giraud died on June 16, 2022.[17]

See also

Notes and References

  1. https://www.linkedin.com/company/trackinsight/ Trackinsight
  2. Web site: Company Overview of TrackInsight SAS. Bloomberg. 2017-12-06.
  3. Web site: Revesz. Rachael. June 5, 2015. TrackInsight Launches ETF Ratings Service. July 15, 2021. ETF.com.
  4. Web site: October 20, 2016. Trackinsight lève 2,5 millions d'euros auprès de NewAlpha et Aviva France. March 9, 2018. Boursorama (in French).
  5. Web site: October 17, 2016. New Alpha AM et Aviva investissent 2,5 millions d'euros dans TrackInsight. March 9, 2018. Le Figaro (in French).
  6. Web site: September 17, 2024. Kepler Cheuvreux becomes majority shareholder of Trackinsight Service. September 17, 2024. Kepler Cheuvreux.
  7. Web site: October 30, 2020. Tracking ESG in your ETFs? Then Consider TrackInsight Global View. July 15, 2021. Nasdaq.
  8. Web site: May 10, 2021. TrackInsight's Global ETF Survey shows how investors are embracing thematic funds. July 15, 2021. The Armchair Trader.
  9. Web site: TrackInsight Global ETF Survey 2021. July 15, 2021. J.P. Morgan Asset Management.
  10. Web site: Chandler. Beverly. January 22, 2021. ESG Observatory from TrackInsight recognises huge growth in demand for ESG ETFs. July 15, 2021. ETF Express.
  11. Web site: January 29, 2021. TrackInsight ESG Observatory - Clarity in the ESG Mist. July 15, 2021.
  12. Web site: Raqshan. Tuba. January 19, 2021. TrackInsight launches ESG observatory for the global ETF market. July 15, 2021. Asset News.
  13. Web site: February 1, 2021. UNCTAD, Partners Launch Tool to Identify Exchange Traded Funds with SDG Alignment. July 15, 2021. SDG Knowledge Hub.
  14. Web site: Smith. Simon. 22 October 2021. Trackinsight launches market classification system for thematic ETFs. 10 November 2021. ETF Strategy.
  15. Web site: February 2, 2022 . Trackinsight: The "ins" and "outs" flows of Fixed Income ETFs in 2022 . March 8, 2022 . MarketScreener.
  16. Web site: About Trackinsight. July 15, 2021. Quandl.
  17. Web site: Obituary: Jean-René Giraud. February 24, 2023. Investment & Pensions Europe.

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