Trackinsight

Trackinsight is a financial technology company providing a global platform for Exchange-Traded Fund (ETF) data, analytics, and selection services. The company was established in 2014 by the late Jean-René Giraud, who also co-founded the investment solutions provider Koris International. Giraud, a veteran of the ETF industry, previously worked at Barclays Capital and the management consultancy Capco, and his experience at the EDHEC-Risk Institute informed the data-driven approach of the platform. The platform initially started within Koris International and officially spun off on October 17, 2016, following a seed funding round of €2.5 million from NewAlpha Asset Management and Aviva Group.

The firm primarily serves professional investors, financial advisors, institutions, and ETF industry participants. Its business model is centered on providing access to comprehensive ETF data and analytics through various tiers of service. While many tools like the global ETF screener and comparison tools are free, the company generates revenue through premium subscriptions, enterprise solutions, due diligence services, data feeds, and sponsorship opportunities for ETF issuers wanting to reach a targeted investor audience. In 2024, Kepler Cheuvreux, a major European financial services firm, became the majority shareholder, a strategic move to enhance Trackinsight's service offerings and solidify its market position while allowing it to operate independently.

Trackinsight's core product is a comprehensive platform that covers over 10,000 Exchange-Traded Products (ETPs) globally. Key features include an ETF screener, a fund comparison tool, and portfolio analysis capabilities that allow users to audit existing portfolios for allocation, performance, risk, and cost. The platform offers detailed due diligence reports to help clients meet regulatory requirements. Over the years, Trackinsight has expanded its offerings with specialized hubs, launching an ESG investing platform in January 2021 in partnership with the UN Conference on Trade and Development, a thematic investing platform in October 2021, and a fixed-income investing hub in February 2022.

Keywords: ETF data, ETF analysis, financial technology, investment analytics, ETF screener, portfolio optimization, Jean-René Giraud, Kepler Cheuvreux, asset management, due diligence, ESG investing, thematic investing, fixed income ETFs, investment research, financial data services, ETP analytics, professional investors, institutional investors, financial advisors, fund selection